Bradley
Nauman
Planmember Securities Corporation
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About this Advisor
Bradley Nauman is a financial advisor based in Davenport, Iowa, working with Planmember Securities Corporation. Bradley has previously held positions at the University Of Nebraska - Lincoln, The Advisory Group, Planmember Securities Corporation, The Advisory Group, Inc, and as a self-employed advisor. Bradley has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Iowa. Currently, Bradley is part of Planmember Securities Corporation, which operates out of Davenport, Iowa. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Bradley Nauman Work History
The Advisory Group, Inc
Planmember Securities Corporation
Bradley N. Nauman (Self Employed)
The Advisory Group
The Advisory Group
Planmember Securities Corporation
University Of Nebraska - Lincoln
Disclosures
Please visit the SEC profile of Bradley Nauman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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