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Scott B

Series 63, Series 65

Onalaska, WI

Equity Services, inc.

Scott Bradford is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Onalaska, WI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes positions at National Life Group and Mutual of Omaha Insurance Company. Outside of his advisory role, he is also an insurance agent with Lakeshore Financial Group and National Life. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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