Bradley Ewerth is a CFP-designated registered investment advisor at P23 Financial, INC, based in Lincoln, NE, with 20 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
P23 Financial does not directly manage investments. Instead, P23 Financial refers clients to third-party investment managers (TPMs). The fees for these managers vary depending on the manager and the amount invested. P23 Financial receives a portion of the management fees charged by the TPM as a referral fee. The client's fee will be based on a percentage of assets under management and will be disclosed prior to signing an agreement.
Location
237 South 70th,, Suite 219, Lincoln, NE, 68510
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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 a shareholder/manager of Esquire Plaza Inc, a commercial real estate business, and president of Ewerth & Associates CPA, a certified public accounting business, taking up nearly all of his time. He is also an insurance agent selling fixed insurance products and a partial owner/manager of EARC23 LLC, a real estate business, dedicating minimal time to this practice.
Employment History
Current Registrations
P23 Financial, INC
Previous Registrations
First American National Investment Advisors, LLC
On Investment Management CO
AXA Advisors, LLC
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.