Brad is the founder of AdviceLink® and leads the day-to-day operations of the practice. Brad is an experienced financial advisor with over 26 years of experience helping individuals, families, and businesses pursue their financial goals. Since 1998, Brad has built a trusted practice one relationship at a time. Brad specializes in providing comprehensive financial planning, insurance, investment management, and retirement distribution planning. Known for his approachable style and clear communication, Brad is dedicated to simplifying complex financial concepts and making clients feel confident about their decisions. As a Certified Financial Planner™ professional, Brad upholds the highest standards of ethics and professionalism, focusing on long-term relationships and financial education.
Professional Achievements:
- Partner with North Star Resource Group since 1998
- Supports 500 families in 26 states
- Assets under administration (as of January 2026): $220 million
- Certified Financial Planner™
Philosophy:
Our AdviceLink® process is a client-centered approach, emphasizing transparency, cost-efficiency, integrity, and strategic financial planning. We design, build, and manage custom financial plans empowering clients to make informed decisions and build lasting wealth. life's milestones—whether it’s saving for a child’s education, preparing for retirement, or passing on a legacy to the next generation.
Areas of Expertise:
- Retirement Planning
- Investment Portfolio Design
- Risk Management and Insurance
- Estate and Tax Planning
Currently accepting new clients: Yes—by referral only.
Community Involvement:
Brad lives in Woodbury, MN, with his wife Anne and their three children, Ben, Henry, and Julia, and he is active in the local community.
Brad enjoys the outdoors in the BWCA and Northern Wisconsin. He is an active musician and guitar player. His deep connection to family, music, and community fuels his approach to helping others build secure, meaningful financial lives. In addition to serving clients, Brad is deeply passionate about mentoring the next generation of financial advisors. Through coaching team members, Brad fosters a culture of continuous learning and professional growth, ensuring that mentees are well-prepared to navigate the complexities of the industry.
Education:
Brad holds a bachelor’s degree in business administration from the University of Wisconsin - Eau Claire.
Brad is a financial advisor at Cetera Wealth Services LLC.
*As of January 2026, Brad has $220 million in assets under administration through Cetera Wealth Services LLC.