BB
BB

Bradley John Borg

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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Location

ST Croix, MN

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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 is a musician, tax preparer, and investment advisor representative (IAR) with IHT Wealth Management. He also owns an insurance agency and spends about half of his time providing investment advisory services through IHT Wealth Management.

Employment History
Current Registrations
Iht Wealth Management LLC
February 2023 - Present · 3 yrs
LPL Financial LLCBroker
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Private Advisor Group, LLC
October 2012 - February 2023 · 10 yrs 4 mos
Askar Advisors Group, INC.
October 2010 - July 2011 · 9 mos
Askar CORP.Broker
April 2009 - December 2011 · 2 yrs 8 mos
Princor Financial Services CorporationBroker
March 2006 - April 2009 · 3 yrs 1 mo
State Registrations7 states
AZCAINMNORWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley John Borg - Financial Advisor | TrueAdvisor