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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 at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at American Portfolios Financial Services Inc., LPL Financial, and Investment Centers of America. Outside of his advisory role, Dewald serves on the board of the Cooperstown Medical Center Foundation and is a loan officer at Bravera Bank. He is also involved as a junior high football coach and a board member for Steele Trail Mutual Insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diverse portfolios and supports multiple advisory platforms and managed-account solutions.
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 - Present • 13 years
Cooperstown, ND
Citizen State Bank
2013 - Present • 13 years
Cooperstown, ND
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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