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Brad Skuse

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Lawton, OK

Credentials

Series 65

Industry experience

< 1 year

About

Brad Skuse is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He began his advisory career in 2025 and concurrently serves in the U.S. Army since 2017. He has prior experience at Horseshoe Bend Country Club and the University of North Georgia. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent professionals, offering financial planning, portfolio management, and retirement plan advisory services.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Lawton, OK

Most active in

Oklahoma · Texas

Work history

Cambridge Investment Research Advisors

2025 - Present (1 year)

U.S. Army

2017 - Present (9 years)

Horseshoe Bend Country Club

2017 - 2017 (1 year)

University of North Georgia

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John M

Series 65

Lawton, OK

Invictus Investment Advisors

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, OK, with six years of industry experience. He holds a Series 65 designation and has prior work history including roles with the State of Oklahoma and the University of Oklahoma. Montgomery is also a member of the Lawton Fort Sill Chamber of Commerce. Invictus Investment Advisors is a state-registered, single-advisor firm serving individual and institutional clients, including employer-sponsored retirement plans. The firm employs a primarily passive, Modern Portfolio Theory–based investment approach, emphasizing asset allocation, low turnover, and tax efficiency, while also incorporating fundamental and technical analysis when appropriate.

Passive / index investing
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Marquise H

Series 66

Lawton, OK

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Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Wade M

Series 66

Lawton, OK

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Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at MSC Industrial Supply Co and Super Supplements. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements such as its Tailored Professional Services and Asset Management Solutions programs.

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Series 66

Lawton, OK

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Anna Kay Hamilton is a Series 66-licensed financial advisor with First Command Advisory Services in Lawton, Oklahoma, where she has worked since 2019. She has six years of industry experience, including prior roles at Liberty Tax and Walmart. Hamilton serves as Treasurer on the board of the Air Defense Association, a position she has held since 2022. First Command serves a diverse client base through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes ongoing advisor-led planning relationships and offers a structured 12-month Tailored Professional Services engagement, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

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Cassidy L

Series 63, Series 65

Lawton, OK

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Cassidy Ley Han is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. Han has no prior financial industry experience but served nine years in the United States Air Force before joining First Command in 2025. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching with a 12-month engagement cycle supported by an in-house investment management team.

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Savannah C

Series 66

Lawton, OK

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Savannah Coltrain is a Series 66-licensed advisor at First Command Advisory Services with two years of industry experience. She has worked at various First Command entities since 2021 and has prior experience in investment and service roles at firms including New Oklahoma Investments and Backporch Drafthouse. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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