Brad Stephens, CLU®, ChFC®, LUTCF®, AIF®, RICP®

Managing Partner, Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

Brad has been in the financial services industry since 1997. He puts over 20 years of experience to work for you in the specialized areas of investment and retirement income. Brad has a passion for working with individuals, businesses and union organizations. As the leader of his team and the firm’s union retirement network, Brad focuses a large amount of his career on helping union organizations and their members work towards a successful retirement. From his start in the industry until now, Brad’s sole focus is to help you plan and achieve your financial goals.

Brad has his Bachelor of Science in Public Relations and a minor in music from Northwest Missouri State University. He has his FINRA Series 6, 7, 63, 65, and 24 securities registrations, Life & Health insurance license, and is a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF®), Accredited Investment Fiduciary (AIF®), and Retirement Income Certified Professional (RICP®).

Born, raised and still a member of the Butler, MO, community, Brad is active in the Lions Club, Masons and Shriners. He is also the President of the Butler R-V School Board of Education and a Northwest Missouri State University Foundation Board Member. He has a passion for traveling, golf and music. He shares his passion for music as a member of two church praise bands. He is a proud father to two children, Drake, a freshman at the University of Missouri and Makenna, a Junior at Butler R-V.