Brad Stewart, Cfp® Cws® Email & Phone Number

Brad Stewart is a Partner and CFP (Certified Financial Planner™) Professional at Brunette. With over 23 years of industry experience, he primarily focuses on providing investment strategies and portfolio management services for high-net-worth individuals, executives of publicly-held companies and small business owners. Brad has an understanding of the complex financial needs and the pressures his clients face as they pursue their careers. He provides his clients with a macro perspective to oversee the entirety of their financial picture, both personal and professional, and works to craft suitable financial decisions on their behalf.Brad utilizes a full-service business model, delivering strategies on both sides of the balance sheet. He offers hands-on, tailored portfolios, using his knowledge and capabilities to help mitigate risk and uncertainty. He completes the business model by assisting clients with strategies related to credit, lending, and residential mortgages, leveraging a vast network of industry professionals.Brad is positioned to present such a range of services, having worked in private wealth management for his entire career. He has acquired valuable insight into the ways in which the financial markets interact. Perhaps more importantly, he gained invaluable experience trading in stressful environments and turbulent markets. Additionally, he differentiates himself through his in-depth knowledge of private equity and real estate, catering to the needs of the high-net-worth investor.Registered Representative offering securities through Cetera Advisors LLC, a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Listed skills include Retirement Planning, Investments, Financial Advisory, Wealth Management, and 18 others.

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  Cfp®, Cws®, Wealth Management Advisor

  Brunette & Associates Llc

  Sep 2001 - Present - Indianapolis, In, Us