BU
BU

Bradley Martin Underwood

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,109 clients
Average Client Portfolio
$276K average
Assets Under Management
$858.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

425 N Martingale Rd, Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bradley is involved in several business activities, including providing HR, benefits, and payroll services, selling insurance products, and offering financial planning services through Winged Foot Partners and Reserve Private Wealth Consulting, LLC. He also works with LegalShield and One Digital/Resourcing Edge, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
World Equity Group, INC.
April 2015 - Present · 10 yrs 10 mos
World Equity Group, INC.Broker
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
AXA Distributors, LLCBroker
January 2014 - February 2015 · 1 yr 1 mo
AXA Advisors, LLCBroker
May 2013 - January 2014 · 8 mos
AXA Distributors, LLCBroker
February 2013 - May 2013 · 3 mos
Metlife Securities INC.
October 2004 - April 2005 · 6 mos
Metlife Securities INC.Broker
October 2004 - April 2005 · 6 mos
Metropolitan Life Insurance CompanyBroker
October 2004 - April 2005 · 6 mos
Metlife Investors Distribution CompanyBroker
November 2003 - November 2012 · 9 yrs
Walnut Street Securities, INC.Broker
November 2003 - November 2003 · 0 mos
American Express Financial Advisors, INC.
April 2003 - September 2003 · 5 mos
American Express Financial Advisors INC.Broker
March 2003 - September 2003 · 6 mos
Ids Life Insurance CompanyBroker
March 2003 - September 2003 · 6 mos
State Registrations9 states
AZCAILINMONJOHTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.