Bradley Skiles(574) 269-6592
Brad holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) designations, CERTIFIED FINANCIAL PLANNER ™ Certificate (CFP®), and Certified Long Term Care (CLTC) designation.
Bachelor of Science in Business Grace College; Winona Lake, Indiana
Began Career in Financial Services in 1989
Series 6, 63, 7 and 24 Registrations Held Through LPL Financial
Conducted Financial Seminars at Several Fortune 500 Companies
Authored over 400 Financial Articles
My goal as a financial advisor is to help people find hidden wealth by helping to reduce expenses and taxes, while seeking to help maximize the performance of their portfolio. I strive to educate people on financial tools and strategies, so they gain control in working with financial institutions. I help my clients create wealth by helping to reduce risk and preserve wealth through solid strategies. I also assist in the development of estate plans. Through annual reviews, I help my clients adjust strategies and portfolios to meet changing needs and goals.
I enjoy assisting business owners in helping to protect their business interests and obtaining the most benefit from their personal investments. I also help implement company benefit plans which creatively attract and keep quality employees. Additionally, I provide educational seminars as an employee benefit.
The bottom line is that I help people make smart decisions about their investments. I do this by discovering what is most important to people-the foundational values by which they live. Then we work together to align their financial goals with their values.
For more information about me and my practice visit www.cspwired.com
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.