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Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Cooperstown, ND 58425
OSAIC
Institution
Bradley Dewald is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has worked at multiple firms, including American Portfolios Financial Services, LPL Financial, and Edward Jones. Outside of his advisory work, Dewald serves on the board of the Cooperstown Medical Center Foundation, coaches junior high football, and is a loan officer with Bravera Bank. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services along with access to third-party money managers and investment platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Cooperstown, ND
918 Burrel Avenue
Cooperstown ND 58425
Advisors at this office
1
Minnesota · North Dakota
21 years of industry experience
OSAIC
2024 - Present • 2 years
Scottsdale, AZ
American Portfolios Financial Services Inc.
2021 - 2024 • 3 years
Holbrook, NY
LPL Financial
2017 - 2021 • 4 years
Northwood, ND
Investment Centers of America
2013 - 2017 • 4 years
Cooperstown, ND
Citizen State Bank
2013 - Present • 13 years
Cooperstown, ND
Eagle Strategies (NY Life)
2010 - 2013 • 3 years
Bismarck, ND
Edward Jones
2007 - 2009 • 2 years
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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