BM
CFP
BM
CFP

Brad Mcmurray

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

1000Shelard Parkway, Suite 300, Minneapolis, MN, 55426

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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

Brad works as an insurance agent selling and servicing fixed insurance products, and as an investment advisor representative providing financial planning and investment management. He dedicates minimal time to insurance sales and nearly full-time hours to his investment advisor role.

Employment History
Current Registrations
Focus Financial
October 2009 - Present · 16 yrs 4 mos
Osaic Wealth, INC.Broker
January 1997 - Present · 29 yrs 1 mo
Previous Registrations
Royal Alliance Associates, INC.
January 2014 - December 2020 · 6 yrs 11 mos
Focus Financial Network, INC.
September 2005 - December 2008 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
September 1991 - January 1997 · 5 yrs 4 mos
American Express Financial Advisors INC.Broker
September 1991 - January 1997 · 5 yrs 4 mos
State Registrations23 states
ALAZCACOCTFLILINKSMAMIMNMONDNVNYPASDTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.