Bradley Connors
Bradley Connors is a registered investment advisor at Iwealth, based in Waseca, MN, with 31 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 731 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iWealth Financial offers investment management services where the maximum annual fee will not exceed 1.90%. Fees are negotiable and are deducted from the account quarterly. For clients with assets held with LPL Financial, fees are billed in advance. For clients with assets held with SEI Investments Company, fees are billed in arrears. Fees charged for third party manager services are in addition to iWealth's advisory fees.
Location
213 15th Avenue Ne, Waseca, MN, 56093
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Bradley is involved in numerous business activities, including owning an S-corp, rental real estate, and authoring a book on retirement planning. He is also the President/Agent of an insurance agency, dedicating a few hours per week to it.
Employment History
Current Registrations
Iwealth
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
N.I.S. Financial Services, INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.