Bradley Binkley is a registered investment advisor at Biy Financial, LLC, based in Jefferson City, MO, with 27 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
Jefferson City, MO
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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.
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Bradley owns 1% of CKJ Properties, LLC, a real estate rental company, since 2010. He is also a consultant for Wallstreet Group Advisors LLC, and an owner of TBD, a financial wellness company educating clients on budgeting and debt, dedicating a few hours per week.
Employment History
Current Registrations
Biy Financial, LLC
Previous Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
LPL Financial LLCBroker
Mutual Service CorporationBroker
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
Aag Securities, INC.Broker
Fiserv Investor Services, INC.Broker
State Registrations1 state
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.