CONNECT

Address:

1301 19th Ave NW
Clinton, IA 52732

Phone:

563-244-8157

Fax/Other:

563-242-5555

Our Qualifications

Brad V. Stuart has been working in the financial service industry since graduating from Luther College where he earned his degree with an emphasis in finance.  He maintains the Series 7 and 66 licenses as well as insurance licenses for life, health, and long-term care in Iowa and Illinois. In 2014 Brad was named a Five Star Wealth Manager*.

A graduate of Fulton High School, Brad has a history of providing excellent customer service and spends a significant amount of time evaluating how to help his clients reach their financial goals.  Outside the office he enjoys playing golf, volunteering in the community, and spending time with family, friends, and his pug (Lucy).

 

*Five Star Professional,  as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the (market) area to gather wealth manager nominations.  Award candidates were then evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. 4,930 wealth managers in the MIdwest area were considered for the award. 64 were named 2014 Five Star Wealth Managers which represents less than 2 percent of the total wealth managers in the area.  Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.

Inclusion in the Five Star Wealth Manager Program is no indication of individual client satisfaction or future investment success nor should it be construed as an endorsement by Five Star Professional. Investors should conduct their own evaluation of a financial advisor before engagement. Please go to www.fivestarprofessional.com to learn about the selection process.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck