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 25 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 holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF®), Accredited Investment Fiduciary (AIF®), and Retirement Income Certified Professional (RICP®) designations.

Born, raised, and still a member of the Butler, MO, community, Brad is active in the Lions Club, Elks, Masons, and Shriners. He is also the President of the Butler R-V School Board of Education and a Former 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 and Makenna.


AIF®  (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. 2336614-082022