Wealth Management Advisor

Bradley began his career as an insurance agent in March, 2013. He currently serves his clients as an Investment Advisor Representative and Registered Representative for Cambridge Investment Research, Inc., based in Fairfield, IA. He also holds a Texas Insurnace Agent General Lines License which allows him to work with Life Insurnace, Long-term Care, Annuities, and Disability insurance products. 

Bradley also holds the designations of Chartered Retirement Planning Counselor® and Accredited Portfolio Management Advisor™ from The College for Financial Planning.   

Background:  

Bradley joined The DFS Group, LLC back in 2013 and departing at 2015 to become a Financial Advisor for Ameriprise Financial Services, Inc. in the Dallas/Fort Worth metroplex, then returning to The DFS Group, LLC in June, 2017. During his career, he has provided his clients with financial needs ranging from comprehensive financial planning to building financial portfolios for his clients. 

He currently serves his clients as a Wealth Management Advisor that works with a wide arrange of investment portfolio managers, insurance carriers, private banking solutions, and his internal team of investment professionals.   

Over the years, Bradley has helped many clients ranging from individuals to families to business. He has also worked with each of his client's tax and legal professionals to ensure each client's best interest and needs are properly addressed. Book your appointment now with Bradley Wimpee to find out how he can benefit your financial goals and dreams.

Licenses

Registered Representative (Series 7) - FINRA
Investment Advisor Representative (Series 65/Series 63) - NASAA
General Lines Insurance License (Life, Health, Disability, Long-term Care, and Annuity) -Texas Department of Insurance

Designations

Chartered Retirement Planning Counselor® - The College for Financial Planning

Accredited Portfolio Management Advisor™ - The College for Financial Planning