BRAD WILLIAM MICHELS is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CX INSTITUTIONAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CX INSTITUTIONAL, LLC | 2024-06-27 | present | Yes |
| FINANCIAL ARCHITECTS, INC | 2013-05-01 | 2022-10-18 | — |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 2012-06-08 | 2022-08-02 | — |
| CONCENTRIC FIDUCIARY ADVISORS | 2010-02-04 | 2012-06-12 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2009-03-05 | 2009-10-27 | — |
| TRANSAMERICA INVESTMENT MANAGEMENT, LLC | 2004-03-31 | 2009-03-11 | — |