Professional
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.
He also has the CASL® designation, administered by The American College as the Retirement Coaching designation. This designation provides knowledge to Brad in the areas of focus regarding retirement, such as generating income from investments, navigating the wealth management issues during the distribution phase and transitioning assets to the next generation.
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.
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