BN
BN

Bradley Nicholas Nauman

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K
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Location

2210 E. 52nd Street, Davenport, IA, 52807

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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 representative/agent at The Advisory Group, focusing on securities and insurance sales and services since March 2023. He is also self-employed as an agent selling insurance and annuities since February 2023; these activities take about half of Bradley's time.

Employment History
Current Registrations
Alphastar Capital Management
October 2025 - Present · 4 mos
Oakwood Capital Securities, INC.Broker
October 2025 - Present · 4 mos
Previous Registrations
Planmember Securities Corporation
November 2020 - October 2025 · 4 yrs 11 mos
Planmember Securities CorporationBroker
November 2019 - October 2025 · 5 yrs 11 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley Nicholas Nauman - Financial Advisor | TrueAdvisor