Bradley Cooke is a CFP-designated registered investment advisor at LPL Financial LLC, based in Littleton, CO, with 13 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7761 Shaffer Pkwy Ste 100, Littleton, CO, 80127-3729
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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 Activities
Bradley operates Cooke Wealth Strategies Group LLC and The Wealth Strategies Group as DBAs for his LPL business, dedicating full-time hours to these activities. He is also involved with DUBL as a board member, though this is not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fisher Investments
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Jcc Capital Markets, LLCBroker
Sealy Investment Securities, LLCBroker
Ptx Securities, LLCBroker
Highland Capital Funds Distributor, INC.Broker
Nexbank Securities INCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 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.
Exams
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