Bradford Lee Buckler
Investment adviser representative at Diversified Wealth Advisors, LLC
29 yearsExperience
2 statesRegistered in
$138MFirm assets
Under 1 yearFirm in business
Are you Bradford Lee Buckler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Diversified Wealth Advisors, LLCNov 2020 to now
- Successful Retirement Inc.Jan 1997 to now
- Madison Avenue Securities, LLCAug 2019 to Dec 2020
- Taylor Captial Management Inc.Feb 2018 to Aug 2019
- Trustmont Financial Group, Inc.Nov 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Diversified Wealth Advisors, LLC
$138MAssets managed
408Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2250998
- Firm CRD
- 311903