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Brad Allen

Brad was born and raised in southeastern Wisconsin and now lives in Richfield with his wife Amanda, their three sons and two German Shorthaired Pointers, Marley and Steve. Brad is an Investment Advisor Representative and is licensed to manage money in the market. Brad has served clients from all over Wisconsin and specializes in asset preservation, retirement planning and tax strategies.

Brad strives to help educate families going into retirement. He enjoys teaching our retirement education classes, makes regular appearances on Milwaukee news outlets and also hosts the “Retirement Ready” radio show with Tony Drake. Brad understands the importance of having a plan and not just a portfolio. “Retirement is a brand-new season of life,” he said. “It can be a stressful period for an individual or family to have to start drawing from accounts that everyone has told them not to touch their whole life. I enjoy guiding our clients throughout retirement to make sure they feel comfortable with their plan and can really enjoy these great years that they have worked so hard for their entire life. I take great pride in not only managing a client’s portfolio but getting to know them on a personal level and making sure that I am there for them every step of the way.”

Form ADV Part 2B – Individual | SEC BrokerCheck