Broker Check
G. Brad Fries, CFP ®, EA, CWS

G. Brad Fries, CFP ®, EA, CWS

Designated Registered Principal

Thirty-two years’ active portfolio management experience with twenty-eight years as an Investment Advisor Representative and Certified Financial Planner Professional. Twenty-two year’s offering tax preparation for individuals and small business trusts, and estates.

CFP® - Certified Financial Planner™ Practioner- Denver, CO.

CWS® - Certified Wealth Strategist™ - University of Texas.

EA   -   Enrolled Agent – Dept. of the Treasury Internal Revenue Service.

BS   -   Business Administration - University of Phoenix.

Certificate – Applied Behavioral Finance – Cannon Financial Institute.

CA Insurance License # 0766245
FINRA Series 6, 7, 22, 24, 63, 65