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Bradley D

Series 63, Series 66

Cooperstown, ND

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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