Education and Licenses
Brad started in the financial industry in 1987 and strives to stay current through industry designations and continuing education.
- ChFC, Chartered Financial Consultant since 1990 through the American College
- CLU, Chartered Life Underwriter since 1991 through the American College
- CFP®, CERTIFIED FINANCIAL PLANNER™ Certificant earned in 1992
- RICP, Retirement Income Certified Professional since 2013
- Ohio Life, Annuity and Health Insurance
- Securities registrations Series 7 and 24 held with LPL Financial.
Graduated from The Ohio State University in 1977