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Bradley L

CFP®, Series 65

Townsend, MT

Bailard, Inc.

Bradley Larson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Bailard, Inc. He has been with Bailard since 2014. Bailard provides wealth and asset management services to individual and institutional clients, employing a multi-asset, actively managed approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, foundations, and pension plans, and is notable for its management of affiliated pooled vehicles and its sub-advisory role for the Nationwide Bailard funds.

ESG / Sustainable investing Concentrated stock management Elder care planning Real estate investing Executive Founder/Business Owner Retired Women Professionals Mid-Career Professionals
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