Bradley Connors
Advisor at Iwealth
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.
Advisor at Iwealth
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.
Location
Waseca, MN 56093
Credentials
Series 63, Series 65
Industry experience
31 years
Bradley Connors is a financial advisor with LPL Financial in Waseca, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Investment Centers of America and ICA Group Wealth Management, and is the author of a book on retirement planning as well as a professional speaker. Connors also leads KC Holdings, Inc., a for-profit business established to run ICA operations. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on Iwealth
Flat fees up to $50,000 for financial planning and consulting services; retirement plan consulting fees may be flat fees.
up to 1.90% annually
Representatives may earn commissions for sales of securities or investment products as registered representatives of LPL Financial LLC.
Hourly fees up to $500/hour for financial planning and consulting services.
Fee-only: Hourly fees up to $500/hour and flat fees up to $50,000 for financial planning and consulting services; fees may be waived for investment management clients.
213 15 Th Avenue Ne
Waseca, MN 56093
Minnesota · Texas
Iwealth Financial, Llc
2024 - Present (2 years)
ICA Group Wealth Management, LLC
2021 - Present (5 years)
LPL Financial
2017 - Present (9 years)
Iwealth
1998 - Present (28 years)
Investment Centers Of America, Inc.
1998 - 2017 (19 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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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