Bradd Kimes

Bradd Kimes Email and Phone Number

Senior Financial Advisor at Compass Capital Management @
Bradd Kimes's Location
Nashville Metropolitan Area, United States, United States
Bradd Kimes's Contact Details

Bradd Kimes personal email

n/a
About Bradd Kimes

As a licensed investment professional for more than 14 years, Bradd holds the Series 7, 63 securities registrations through LPL Financial and his Series 66 registration through Private Advisor Group and LPL Financial. Additionally, he holds Life, Health, Variable Annuity and Long Term Care Insurance Licensing in multiple states. After graduating from Western Kentucky University in 1993, Bradd began his professional career as a small business owner in the Nashville music industry. During his time in the music business he worked with some of Nashville's most prestigious CPA firms and notable music artist.Bradd began to follow his true passion of serving others in the financial services industry in 2005. He credits his years at Edward Jones Investments with giving him his start in pursuing his lifelong dream. He founded Compass Capital Management on the belief that providing sound financial guidance is a responsibility and honor that should not be taken for granted.Bradd measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with a high level of service, while seeking to learn about his clients’ desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients enables him to recommend and implement custom-tailored investment and wealth management strategies.Areas of Concentration: Bradd focuses his knowledge and talents on creating comprehensive wealth-management strategies for his clients, by concentrating on overall portfolio management. Bradd collaborates with attorneys and tax professionals to assist individuals, executives and business owners in effectively managing and helping to preserve their wealth. He is well versed and experienced when it comes to the disciplines of investing for retirement and overall retirement planning.

Bradd Kimes's Current Company Details
Compass Capital Management

Compass Capital Management

Senior Financial Advisor at Compass Capital Management
Bradd Kimes Work Experience Details
  • Compass Capital Management
    Senior Financial Advisor
    Compass Capital Management May 2019 - Present
    I focus my talents on creating comprehensive wealth-management strategies for select clients by concentrating on portfolio management. I am also responsible for designing and implementing retirement plans that help clients pursue the retirement lifestyle they aspire to, as well as guiding corporations and their employees in choosing suitable retirement investments.As a licensed investment professional for more than 14 years, (earning Series 7, 63 securities registrations held through LPL Financial and a Series 66 registration held through Private Advisor Group and LPL Financial. In addition to Life, Health, Variable Life/Annuity and Long Term Care licenses) I have developed an extensive background in insurance and investments.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Compass Capital Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Harvest Wealth Management, Tn
    Senior Financial Advisor
    Harvest Wealth Management, Tn Oct 2010 - May 2019
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2005 - Oct 2010
    St. Louis, Mo, Us

Bradd Kimes Skills

Retirement Income Strategies Investment Strategies Retirement Planning Portfolio Management Life Transitions Financial Planning Long Term Care Planning Long Term Care Alternative Investments Insurance Asset Allocation Investment Management Financial Services Securities Wealth Management Estate Planning Strategic Financial Planning Fixed Annuities 401k Investments Investment Advisory Mutual Funds Wealth Asset Management Income Protection Personal Finance Manager Selection Rebalancing College Education Planning Income For Life Tax Advantaged Investment Strategies Estate Preservation Wealth Preservation Planning Buy Sell Long Term Care Insurance Iras Income Protection Strategies Wealth Accumulation Strategies Investment Policy Statements Investment Policy Development Simple Ira College Funding Strategies Guaranteed Lifetime Income Multi Generational Wealth Transfer Key Person Protection Business Overhead Expense Wealth Management Services Etfs Extended Care Planning Divorce Financial Planning

Bradd Kimes Education Details

  • Western Kentucky University
    Western Kentucky University
    Bachelor'S Degree

Frequently Asked Questions about Bradd Kimes

What company does Bradd Kimes work for?

Bradd Kimes works for Compass Capital Management

What is Bradd Kimes's role at the current company?

Bradd Kimes's current role is Senior Financial Advisor at Compass Capital Management.

What is Bradd Kimes's email address?

Bradd Kimes's email address is br****@****cap.com

What schools did Bradd Kimes attend?

Bradd Kimes attended Western Kentucky University.

What skills is Bradd Kimes known for?

Bradd Kimes has skills like Retirement Income Strategies, Investment Strategies, Retirement Planning, Portfolio Management, Life Transitions, Financial Planning, Long Term Care Planning, Long Term Care, Alternative Investments, Insurance, Asset Allocation, Investment Management.

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