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Bradley Arndt

Advisor at OSAIC

Updated today

Location

Nokomis, IL 62075

Credentials

CFP®, Series 66

Industry experience

24 years

About

Bradley Arndt is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked with Securities America Advisors and First National Bank of Nokomis. Outside of his advisory role, Arndt volunteers with the New Life Pregnancy Center and serves as an archery instructor for a local 4-H shooting sports program. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charities. The firm utilizes a comprehensive investment process combining risk-tolerance assessments, asset allocation software, and portfolio optimization, and offers access to a wide range of investment products and third-party managers.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

122 W State Street

Nokomis, IL 62075

Most active in

Illinois

Work history

OSAIC

2024 - Present (2 years)

OSAIC

2024 - Present (2 years)

Securities America Advisors

2020 - 2024 (4 years)

Securities America,Inc.

2020 - 2024 (4 years)

First National Bank of Nokomis

2011 - Present (15 years)

Midwestern Securities Trading Company, LLC

2011 - 2020 (9 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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Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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