BS
BS

Bradley Shook

6 Years of Experience
Lewis Center, OH
Broker

Bradley Shook is a registered investment advisor at Wells Fargo Advisors, based in Lewis Center, OH, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Lewis Center, OH

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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 Activities

Bradley owns rental property in Columbus, OH since 2020, and holds rental property through Appian Way, LLC since 2019. He dedicates minimal time to these investment-related activities.

Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Mutual of Omaha Investor Services, INC.
October 2020 - March 2022 · 1 yr 5 mos
Mutual of Omaha Investor Services, INC.Broker
August 2019 - March 2022 · 2 yrs 7 mos
State Registrations1 state
OH
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.