TrueAdvisor
TrueAdvisor
BM
BM

Brad Carl Miksek

United Advisors America
33 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
United Advisors America
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$202K average
Assets Under Management
$353.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.80%
$2.5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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History

Regulatory History (1)
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Financial
June 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
United Advisors America
January 2025 - Present · 1 yr 1 mo
Previous Registrations
United Advisors America
January 2023 - November 2023 · 10 mos
Nobles & Richards Advisors, LLC
August 2021 - March 2022 · 7 mos
Nobles & Richards, INC.Broker
March 2020 - March 2022 · 2 yrs
Arbor Court Capital, LLCBroker
January 2019 - January 2020 · 1 yr
Innovative Portfolios LLC
January 2019 - February 2020 · 1 yr 1 mo
Sheaff Brock Investment Advisors, LLC
October 2016 - February 2020 · 3 yrs 4 mos
Sheaff Brock Investment Advisors, LLC
February 2014 - September 2016 · 2 yrs 7 mos
Zacks & CompanyBroker
July 2006 - February 2014 · 7 yrs 7 mos
Zacks Investment Management, INC.
June 2006 - March 2014 · 7 yrs 9 mos
J.E. Simmons & CO., P.C.
January 2006 - November 2006 · 10 mos
Charles Schwab & CO., INC.Broker
August 1995 - October 2004 · 9 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 1994 - August 1995 · 1 yr
Fidelity Brokerage Services, INC.Broker
April 1994 - August 1994 · 4 mos
Spear, Leeds & KelloggBroker
February 1993 - August 1993 · 6 mos
Invest Financial CorporationBroker
November 1989 - January 1993 · 3 yrs 2 mos
Kemper Clearing CORP.Broker
April 1989 - October 1989 · 6 mos
Transmarket Group, INC.Broker
September 1988 - April 1989 · 7 mos
First American Capital Resources, INC.Broker
December 1986 - February 1987 · 2 mos
Blinder, Robinson & Co.,inc.Broker
April 1986 - December 1986 · 8 mos
State Registrations10 states
ARKSLAMIMNMOOKPATXWI
Advisor
Exams
No exam information available for this advisor.