Brad Kersten Email & Phone Number

Brad Kersten is an Investment Advisor Representative with LPL Financial and a financial consultant with Kersten Wealth Management Group, a family run financial services firm located in Perrysburg, Ohio. He enjoys working closely with clients seeking to build and preserve income as they prepare for retirement. Dedicated to offering outstanding client service and proactive communication, Brad offers clear and candid financial advice, helping to educate his clients so they can make informed decisions. He gets to know his clients and understand their concerns over time, so he can adjust their financial plan and investments as their lives change. Brad only takes on new clients he believes he can help and enjoys meeting new people to understand their goals and challenges. To get a second opinion on your investments or to meet to discuss how the Kersten Wealth Management team may be able to help your family, call 419-872-0067.Meet BradBrad resides in Perrysburg, Ohio with his wife. They met during college at The Ohio State University and together they have three children. When he is not working with his brother and father, he enjoys golfing and taking his daughters to dance and ballet. He has competed in the Columbus Marathon five times and looks forward running more marathons in the future. Brad and his family attend the First United Methodist Church in Perrysburg.Fun FactsRadio Show: Money Sense, Saturdays, 7 AM on News Talk 1370, WSPDSports: Five-time Columbus Marathon finisherHobby: GolfingTeam: BuckeyesFinancial Planning Specialties Include: Investment Management, Retirement Planning, IRA Distribution Planning, IRA Rollovers, 401(k) Rollovers, Intergenerational Wealth Transfer, Insurance Analysis, Company Stock Option Analysis.

• Lpl Investment Advisor Representative

  Kersten Wealth Management Group

  Jan 1998 - Present - Toledo, Ohio Area

  Brad Kersten is an Investment Advisor Representative with LPL Financial and a financial consultant with Kersten Wealth Management Group, a family run financial services firm located in Perrysburg, Ohio. Working alongside his father, Dennis, and his brother, Kevin, Brad provides personalized financial planning and wealth management to retirees and those preparing for retirement in Toledo, Perrysburg, and throughout Northwest Ohio and Southeast Michigan.Credentials and ExperienceBrad holds his Bachelor of Science degree in Human Ecology with a specialization in Family Financial Management from The Ohio State University, as well as his FINRA Series 6, 7, 24, and 63 registrations held with LPL Financial. To share his financial expertise, he co-hosts a weekly radio show as a service to his community. Money Sense airs every Saturday from 7:00-8:00 AM on News Talk 1370, WSPD. The aim of the show is to help listeners make sense of today’s complex financial markets and economic environment.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. 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.