Bradley Huffman
Bradley Huffman is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Columbus, OH, with 28 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
100 Northwoods Blvd. Suite B, Columbus, OH, 43235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is an independent introducing broker for managed futures programs, an insurance professional with Professional Benefit Planning Corp, a registered representative with Triad Advisors Inc., and an advisor with Future Finances, Inc. These activities take up a significant portion of Bradley's time, with Future Finances alone taking about two-thirds of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Future Finances INC
Previous Registrations
Triad Advisors LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
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