Brad
Miksek
United Advisors America
Answer a few questions and
get matched with an advisor.
About this Advisor
Brad Miksek is a financial advisor who works out of North Richland Hills, Texas. Miksek works at United Advisors America. Their career trajectory has included roles at Zacks Investment Management, Inc, Zacks & Company, Sheaff Brock Investment Advisors, LLC, Arbor Court Capital, Innovative Portfolios, LLC, Nobles & Richards, Inc, United Advisors America and Dmi Holdings. Miksek has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. United Advisors America is a financial advisory company headquartered in Prosper, TX. It administers $194 million in total assets across its 1,893 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,893 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. United Advisors America offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by United Advisors America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
United Advisors America Brokerage Details
$193,671,859
28
1,893
$102,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brad Miksek Work History
Brad has been registered as a financial advisor for 0 years.*
United Advisors America
Nobles & Richards, Inc
Dmi Holdings
Arbor Court Capital
Innovative Portfolios, LLC
Sheaff Brock Investment Advisors, LLC
Zacks Investment Management, Inc
Zacks & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brad Miksek 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 United Advisors America
Prosper, TX
Bloomington, MN
St. Paul, MN
Prosper, TX
Atlanta, GA
Bradenton, FL
Kansas City, MO
Prosper, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
