Bradley Vick's mission is to help people and organizations achieve financial security.

Brad achieves this by:

  • Creating a customized solution
  • Establishing long-term investment solutions
  • Helping to determine your goals, time horizon and risk tolerance
  • Helping to develop an asset allocation strategy
  • Helping to implement your solutions
  • Establishing rebalancing strategies

Bradley is a graduate of the University of Minnesota - Duluth with a Bachelor of Arts degree in Mathematics and Economics.

He has been in the financial industry since 1990, working with institutions and individuals to assist them in achieving their financial goals and more closely aligning their investments with their objectives.

Bradley received the Chartered Financial Analyst designation from the CFA® Institute in 2000, a designation that deals with ethics, portfolio design and understanding client needs for managing portfolios.

In 2015 Bradley also received the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) through The American College. Issued by the Certified Financial Planner Board of Standards, the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential denotes competency and expertise as a financial planner. Under the CFP® Standards of Professional Conduct, CFPs® must abide by a code of ethics, practice stdiligence.andards, disciplinary rules, and professional rules of conduct. Principles that must be upheld by CFPs® include integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

In 2020, Bradley gained the WMCP® designation or Wealth Management Certified Professional Designation from the American College. This designation provides concepts of Implementing investment management plans for a range of client goals, including retirement planning, estate planning, small business planning, education, housing, and legacy; Identifying client tax characteristics and evaluate investment management strategies that can provide the highest after-tax performance using traditional, Roth, and taxable accounts; and to Help clients effectively manage risk.

Associations and Memberships

Member of the CFA® Institute, a global membership organization that leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

Bradley S Vick

Bradley S Vick, CFA®, CFP®

Wealth Management Advisor


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