Bradley Alan Binkley
Advisor at BIY Financial, LLC — Jefferson City, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Jefferson City, MO
BIY Financial, LLC
Independent
Total advisors
1Clients per advisor
30 HighAvg AUM per client
$257,433 LowHNW client ratio
0% LowBradley Binkley is a financial advisor at Biy Financial, LLC in Jefferson City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Creativeone Securities, Acrisure, and Priority First Insurance & Investments. Outside of his advisory role, he owns a Roof Maxx dealership through Mend to Extend LLC. Biy Financial is an independent, single-advisor firm providing discretionary asset management, financial consulting, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, business owners, and plan sponsors. The firm tailors its services to client goals and risk tolerance, employing fundamental and technical analysis alongside modern portfolio theory.
Based on BIY Financial, LLC
Based on BIY Financial, LLC
Financial wellness program: negotiable annual fee of $900, billed monthly or quarterly.
All assets+: 1.00% annually
Separate compensation received by insurance agent for insurance product sales.
$250 per hour for financial consulting, fees negotiable.
Jefferson City, MO
Jefferson City MO
Advisors at this office
1
Missouri
28 years of industry experience
BIY Financial, LLC
2025 - Present • 1 year
Jefferson City, MO
CreativeOne Securities, LLC
2025 - 2025 • 1 year
Overland Park, KS
Acrisure
2022 - Present • 4 years
Jefferson City, MO
CreativeOne Securities, LLC
2013 - 2025 • 12 years
Overland Park, KS
Priority First Insurance & Investments
2007 - 2021 • 14 years
Jefferson City, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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