Jackson, MI Spring Arbor Rd Office

Bradley Goldsmith is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services, and he has operated Bradley W. Goldsmith & Associates, LLC since 2013, which offers tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management options.

Nathan Munro is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bradley W Goldsmith & Associates LLC, Avantax Advisory Services, Avantax Investment Services, Avantax Insurance Agency, Hilliard Lyons, and Morgan Stanley Smith Barney. Munro’s other business activities include roles related to tax preparation and accounting through Bradley W Goldsmith & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.