Bradley Nauman
Bradley Nauman is a registered investment advisor at Alphastar Capital Management, based in Davenport, IA, with 6 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 8,525 clients with $2.5B 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 | 2.25% |
Fees are negotiable up to a maximum annual rate of 2.25%. Actual fees vary based on account size, services provided, and negotiations with your advisor.
Fee Estimator
Location
2210 E. 52nd Street, Davenport, IA, 52807
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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
Bradley is a representative/agent at The Advisory Group, focusing on securities and insurance sales and services since March 2023. He is also self-employed as an agent selling insurance and annuities since February 2023; these activities take about half of Bradley's time.
Employment History
Current Registrations
Alphastar Capital Management
Oakwood Capital Securities, INC.Broker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations1 state
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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