Brady
Lawrence

Rcm Wealth Advisors

CRD#7673592
Investment Advisor
in Crown Point, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brady Lawrence is a financial advisor based in Crown Point, Indiana, working with Rcm Wealth Advisors. Brady has previously held positions at Rcm Wealth Advisors, Rcm Ag Services, Strategic Trading Advisors, University Of Mississippi, Dick's Sporting Goods, and Helena Chemical. Brady has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Indiana. Currently, Brady is part of Rcm Wealth Advisors, which operates out of Crown Point, Indiana. The firm has 3 offices and 12 employees. The firm manages assets totaling $254.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Rcm Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

123 N Main St. Suite 203
Crown Point, IN 46307

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rcm Wealth Advisors Brokerage Details

Total Assets Under Management

$254,820,000

IN Average: $6,674,516,078
Total Number of Employees

12

IN Average: 44
Total Number of Accounts

805

IN Average: 2,564
Average Account Size

$316,547

IN Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Brady Lawrence Work History

2022 - Present (2 years)

Rcm Wealth Advisors

2019 - Present (5 years)

Rcm Ag Services

2016 - Present (8 years)

Strategic Trading Advisors

2016 - 2017 (1 year)

Dick'S Sporting Goods

2015 - 2015 (< 1 year)

Helena Chemical

2014 - 2018 (4 years)

University Of Mississippi

Disclosures

Please visit the SEC profile of Brady Lawrence to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rcm Wealth Advisors

Brady Lawrence
Crown Point, IN
Jacob Moss
Chicago, IL
Timothy Webb
Crown Point, IN
Frank Schulz
Chicago, IL
Timothy Thieme
Crown Point, IN
George Tkaczuk
Chicago, IL
Christopher Chiu
Chicago, IL
Michael Tosaw
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started