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Bradley Lott

American Independent Securities Group, LLC
29 Years of Experience
Troy, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Lott is a registered investment advisor at American Independent Securities Group, LLC, based in Troy, MI, with 29 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2150 Butterfield Dr Ste 200, Troy, MI, 48084

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bradley owns Monaco Properties LLC (rental property), Lott Wealth Management LLC, and North Financial LLC, but spends no time on these activities. Bradley is also a licensed insurance agent selling life, variable annuity, and accident/health insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
American Independent Securities Group, LLC
March 2025 - Present · 1 yr 7 mos
American Independent Securities Group, LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
L.M. Kohn & Company
July 2014 - March 2025 · 10 yrs 8 mos
L.M. Kohn & CompanyBroker
June 2014 - March 2025 · 10 yrs 9 mos
L.M. Kohn & Company
June 2014 - July 2014 · 1 mo
Wells Fargo Advisors, LLC
October 2011 - June 2014 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
August 2011 - June 2014 · 2 yrs 10 mos
Wells Fargo Advisors, LLC
August 2011 - September 2011 · 1 mo
Morgan Stanley Smith Barney LLC
September 2010 - September 2011 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - September 2011 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
UBS Financial Services INC.
November 2002 - January 2007 · 4 yrs 2 mos
UBS Financial Services INC.Broker
October 1998 - January 2007 · 8 yrs 3 mos
Dean Witter Reynolds INC.Broker
April 1997 - November 1998 · 1 yr 7 mos
State Registrations34 states
ALAZCACOFLGAHIIDILINKSKYLAMAMDMIMNMONCNJNVNYOHOKORPAPRSCSDTNTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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