BB
BB
Brad Bardy
26 Years of Experience
Denver, CO
1 DisclosureBroker
Brad Bardy is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Denver, CO, with 26 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location
999 S Monaco Pkwy, Denver, CO, 80224
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2017Closed-No Action
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
November 2021 - February 2026 · 4 yrs 3 mos
U.S. Bancorp Investments, INC.
November 2021 - February 2026 · 4 yrs 3 mos
PNC InvestmentsBroker
August 2021 - November 2021 · 3 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
October 2010 - August 2021 · 10 yrs 10 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
May 2004 - May 2013 · 9 yrs
Jackson National Life Distributors, INC.Broker
February 2002 - May 2004 · 2 yrs 3 mos
Janus Distributors, INC.Broker
January 2000 - January 2002 · 2 yrs
State Registrations23 states
ALARAZCACOFLIDILLAMIMTNCNENJNMNYORTNTXUTVAWIWV
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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