Bradley has been in the financial business since March, 2013. He is a Investment Advisor Representative and Registered Representative for Cambridge Investment Research, Inc., based in Fairfield, IA and holds a designation as a Chartered Retirement Planning Counselor® and Accredited Portfolio Management Advisor™. Please note formal disclosures at the bottom of this page.
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 as a fee based advisor that works with a wide arrange of investment portfolio managers, insurance carriers, 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 clients' 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.
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
Chartered Retirement Planning Counselor® from The College for Financial Planning
Accredited Portfolio Management Advisor™ from The College for Financial Planning
The DFS Financial Group
2425 North Central Expressway, Suite 700, Richardson, TX 75080
Main: (972) 417-2900
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