# BRAD WILLIAM MICHELS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CX INSTITUTIONAL, LLC](https://search.stillhousedata.com/firm/292627) | 2024-06-27 | present | Yes |
| [FINANCIAL ARCHITECTS, INC](https://search.stillhousedata.com/firm/145549) | 2013-05-01 | 2022-10-18 | — |
| [WEALTHCARE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111119) | 2012-06-08 | 2022-08-02 | — |
| [CONCENTRIC FIDUCIARY ADVISORS](https://search.stillhousedata.com/firm/152944) | 2010-02-04 | 2012-06-12 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2009-03-05 | 2009-10-27 | — |
| [TRANSAMERICA INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/108488) | 2004-03-31 | 2009-03-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2797528)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2797528.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.