Bradd Kimes work email
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Bradd Kimes personal email
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.
Compass Capital Management
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Senior Financial AdvisorCompass Capital Management May 2019 - PresentI 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.
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Senior Financial AdvisorHarvest Wealth Management, Tn Oct 2010 - May 2019
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Financial AdvisorEdward Jones Nov 2005 - Oct 2010St. Louis, Mo, Us
Bradd Kimes Skills
Bradd Kimes Education Details
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Western Kentucky UniversityBachelor'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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