Brad is a Senior Wealth Advisor with Investment Strategists at Better Banks and specializes in financial planning and investment management for individuals with special needs and their families among other concentrations. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant® designations, FINRA Series 7, 63, and 66 licenses through LPL Financial, and life & health, disability, and long-term care insurance licenses for several states. In his spare time, he volunteers on the board of the Central Illinois Autism Association. Brad offers both the perspective of a professional and that of a parent raising a son with Autism Spectrum Disorder.

Firm Description

Investment Strategists Special Needs Planning is located in Peoria, IL and is a division of Better Banks. It offers comprehensive financial planning and investment management solutions. Specific areas of practice include but are not limited to:

• Retirement planning for three people
• Estate planning
• The ABLE Act
• Investment management
• Trust solutions
• Annuities and insurance
• Coordination with subject matter experts (special needs trusts, guardianship, government benefits, etc.) 

Consultations are conducted in-person, over the phone, or via web conference based upon the preference and individual needs of the client.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC) finra.org sipc.org. Insurance products are offered through LPL or its licensed affiliates. Better Banks and Investment Strategists Special Needs Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Strategists Special Needs Planning, and may also be employees of Better Banks. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Better Banks or Investment Strategists Special Needs Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency - Not Bank Guaranteed - Not Bank Deposits or Obligations - May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securites business with residents of the following states:

AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NV, OH, OK, OR, SC, SD, TN, TX, WA, WI, WY

Hours

Cost