BH
BH

Bradley James Hanus

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
3 clients
Average Client Portfolio
$96.9M average
Assets Under Management
$290.6M

Fee Structure

Financial Planning:Investment management only
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Location

Urbandale, IA

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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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Employment History
Current Registrations
Cache Securities LLCBroker
August 2024 - Present · 1 yr 6 mos
Cache Advisors LLC
August 2024 - Present · 1 yr 6 mos
Cache Securities LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Principal Asset Management
February 2022 - August 2024 · 2 yrs 6 mos
Principal Funds Distributor, INC.Broker
February 2022 - August 2024 · 2 yrs 6 mos
Principal Advised Services
December 2018 - February 2022 · 3 yrs 2 mos
Principal Funds Distributor, INC.Broker
March 2016 - August 2018 · 2 yrs 5 mos
Principal Securities, INC.
December 2015 - May 2018 · 2 yrs 5 mos
Principal Securities, INC.Broker
December 2015 - February 2022 · 6 yrs 2 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
March 2013 - December 2015 · 2 yrs 9 mos
Bancwest Investment Services, INC.Broker
March 2013 - December 2015 · 2 yrs 9 mos
J. W. Cole Advisors, INC.
July 2011 - February 2013 · 1 yr 7 mos
J.W. Cole Financial, INC.Broker
May 2011 - February 2013 · 1 yr 9 mos
Securities America Advisors, INC.
December 2008 - July 2010 · 1 yr 7 mos
Securities America, INC.Broker
November 2008 - July 2010 · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
April 2008 - November 2008 · 7 mos
State Registrations4 states
IAINMAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.