BM
CFP
BM
CFP

Bradley Scott Moser

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K
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Location

150 N. Main, Cc10, Wichita, KS, 67202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley operates Aero Capital LLC, offering investment advisory services through Mariner Advisor Network, dedicating full-time hours to this. He is also an agent for non-variable insurance through Aero Capital LLC, and is involved with a musical band as an artist/musician.

Employment History
Current Registrations
Mariner Advisor Network
February 2024 - Present · 2 yrs
LPL Financial LLCBroker
February 2024 - Present · 2 yrs
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
February 1999 - February 2024 · 25 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
January 1998 - February 2024 · 26 yrs 1 mo
Nationsbanc Investments, INC.Broker
January 1998 - January 1998 · 0 mos
NationssecuritiesBroker
August 1997 - January 1998 · 5 mos
Boatmen's Investment Services, INC.Broker
September 1996 - August 1997 · 11 mos
Banc IV Investments, INC.Broker
July 1994 - September 1996 · 2 yrs 2 mos
American Brokerage Services, INC.Broker
April 1990 - July 1994 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1986 - December 1989 · 3 yrs 7 mos
State Registrations15 states
ARCACOFLILINKSMONCOKORPASCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.