Bradley Frank Lakner

Sunbelt Securities

25 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Sunbelt Securities

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

5,355 clients

Average Client Portfolio

$378K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056

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History

Regulatory History (3)

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

March 2024

Settled

Employment Separation After Allegations

July 2010

Customer Dispute

February 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bradley is a financial advisor/registered representative under Sunbelt Securities Inc. through Lakner Wealth Management, dedicating full-time hours to this role. Additionally, he owns rental property, sells fixed annuities and life insurance through Western Catholic Union on an as-needed basis, and refers customers to Melaleuca Inc.

Employment History

Current Registrations

Sunbelt Securities

October 2011 - Present · 14 yrs 4 mos

Sunbelt Securities, INC.Broker

September 2010 - Present · 15 yrs 5 mos

Previous Registrations

Edward Jones

February 2007 - August 2010 · 3 yrs 6 mos

Edward JonesBroker

July 2000 - August 2010 · 10 yrs 1 mo

State Registrations6 states

COFLILINMOVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.