Brady Wilkins
Brady Wilkins is a registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1111 W 22nd St; Ste 245, Oak Brook, IL, 60523
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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
Brady operates TriWealth Partners LLC as a DBA for his LPL business and owns rental real estate. He is also an agent selling fixed insurance, dedicating about 10-20% of his time to this. Finally, Brady formed BWILK LLC for tax/investment purposes, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations22 states
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.