BM
CFP

Bradley Scott Moser

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K

Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

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

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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 · 1 yr 11 mos
LPL Financial LLC Broker
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
February 1999 - February 2024 · 25 yrs
Stifel, Nicolaus & Company, Incorporated Broker
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 Incorporated Broker
May 1986 - December 1989 · 3 yrs 7 mos
State Registrations15 states
ARCACOFLILINKSMONCOKORPASCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.