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Bradley Lakner

Sunbelt Securities
26 Years of Experience
Springfield, IL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Bradley Lakner is a registered investment advisor at Sunbelt Securities, based in Springfield, IL, with 26 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,241 clients with $2.6B in assets under management.

Sunbelt Securities
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
6,241 clients
Average Client Portfolio
$423K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management, charged monthly. Fees are negotiable.

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

Location

2650 Cooper Ave Ste 114, Springfield, IL, 62704

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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 ReportHow 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 · 15 yrs
Sunbelt Securities, INC.Broker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Edward Jones
February 2007 - August 2010 · 3 yrs 6 mos
Edward JonesBroker
July 2000 - August 2010 · 10 yrs 1 mo
State Registrations7 states
AZCOFLILINMOVA
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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