BN
BN

Brad David Nordin

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

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Location

816 Ludington St Ste 103, Escanaba, MI, 49829

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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 is an independent insurance agent since 1992, appointed with various companies to sell fixed annuities. He also serves as the personal representative for the estate of Deborah L Johnson.

Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
January 2006 - Present · 20 yrs 1 mo
Packerland Brokerage Services, INC.
January 2006 - Present · 20 yrs 1 mo
Previous Registrations
Wells Fargo Investments, LLC
March 2004 - October 2005 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
March 2002 - October 2005 · 3 yrs 7 mos
Primevest Financial Services, INC.Broker
May 1997 - March 2002 · 4 yrs 10 mos
State Registrations5 states
CAFLMIMOWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brad David Nordin - Financial Advisor | TrueAdvisor