BH
CFP
BH
CFP

Bradley Holland

20 Years of Experience
Shelbyville, KY
BrokerSells Insurance

Bradley Holland is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Shelbyville, KY, with 20 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

308 Main Street, Shelbyville, KY, 40065

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradley is an insurance and financial services producer through Holland Financial Group, selling various insurance products and fixed annuities, dedicating about half his time to this. He also owns a duplex, plays bass, and has power of attorney for his spouse and parent.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Concourse Financial Group Advisors
August 2017 - February 2025 · 7 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
August 2017 - February 2025 · 7 yrs 6 mos
Lincoln Financial Securities Corporation
September 2006 - September 2017 · 11 yrs
Lincoln Financial Securities CorporationBroker
June 2006 - September 2017 · 11 yrs 3 mos
State Registrations15 states
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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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