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Bradden Kluesner

Advisor at Edward Jones

Updated today

Location

Peachtree Corners, GA 30092

Credentials

CFP®, Series 66

Industry experience

8 years

About

Bradden Kluesner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked in educational roles at Notre Dame Academy and other schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

40 Innovation Drive Suite 205

Peachtree Corners, GA 30092

Most active in

Georgia · Texas

Work history

Edward Jones

2017 - Present (9 years)

Notre Dame Academy

2016 - 2017 (1 year)

St. Ambrose School and St. Mary School

2014 - 2016 (2 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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Dwight L

Series 63, Series 65

Athens, GA

Langley Wealth Management

Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.

Wealth management

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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John S

Series 63, Series 65

Loganville, GA

Associated Financial Partners, Inc.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Family Business General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Mindy O

CFP®

Watkinsville, GA

Oglesby Wealth Strategies, LLC

Mindy Oglesby is a CFP® professional with two years of experience, currently serving as the principal of Oglesby Wealth Strategies, LLC in Watkinsville, GA. She has been involved with Oglesby Financial Group, Inc. since 2012 as an insurance broker and also owns JWL Properties LLC. Oglesby Wealth Strategies provides financial planning and consulting services to individual clients and retirement plan sponsors, focusing on ERISA 3(21) fiduciary services and plan-level advisory work. The firm does not manage client assets directly but recommends and monitors third-party money managers while supporting clients with investment policy statements and participant education.

General retirement planning Retirement income strategy Tax strategies for small businesses Cash flow / budgeting Founder/Business Owner
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K. C

Series 65

Athens, GA

Collins/Moody Financial Services, L.L.C.

K. Collins is a Series 65-licensed advisor with Collins/Moody Financial Services, L.L.C. in Athens, GA, bringing 22 years of industry experience. He has been with Collins/Moody Financial Services since 2001 and has worked at the affiliated accounting firm Collins/Moody & Company, PC since 1980. Collins’s background includes significant involvement in accounting and tax work through his CPA role. Collins/Moody Financial Services, LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, nonprofits, and retirement plans. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, utilizing passive asset-class mutual funds and model portfolios through Savant Wealth Management while maintaining oversight of trade execution and portfolio administration.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
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Paul C

CFP®, Series 66

Dacula, GA

Culbreth Wealth Management

Paul Culbreth is a CFP® with 20 years of experience in financial advising. He is the principal of Culbreth Wealth Management, having founded the firm in 2023 after previously working for Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory work, he serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit providing transitional housing. Culbreth Wealth Management is a state-registered advisory firm offering discretionary asset management, financial planning, and pension consulting to individuals, plan sponsors, trusts, estates, charitable organizations, and businesses. The firm employs customized asset-allocation strategies using a mix of securities, mutual funds, ETFs, and alternatives, and manages held-away defined-contribution accounts through a third-party platform.

Private / alternative investments Real estate investing Business sale tax planning Tax strategies for small businesses General tax planning Founder/Business Owner
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