Charlie Larson
Investment adviser representative at Bradley Wealth LLC
11 yearsExperience
1 stateRegistered in
$196.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bradley Wealth LLCOct 2025 to now
- J.P. Morgan ChaseJan 2022 to Oct 2025
- JPMorgan Securities LLCJan 2022 to Oct 2025
- Minnesota Life Insurance CompanyApr 2021 to Dec 2021
- Securian Financial ServicesApr 2021 to Dec 2021
- Renaissance FinancialJan 2021 to Nov 2021
- UnemployedJan 2021 to Mar 2021
- Crown of MinnesotaMay 2020 to Dec 2020
- Bozell & Jacobs LLCJan 2020 to May 2021
- EnclosMay 2018 to Aug 2018
- Creighton UniversityAug 2016 to Aug 2020
- Mendakota Country ClubDec 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Bradley Wealth LLC
$196.7MAssets managed
204Clients
3Advisers
5 yearsIn 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
- 7366157
- Firm CRD
- 131808