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Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Areas of Focus
Brad helps clients develop a personalized, holistic, and
comprehensive financial plan. He specializes in Medicare and
Social Security planning, 401(k) optimization solutions, as well as
strategies designed to minimize risk and taxes. Above all, Brad enjoys working closely with clients. He welcomes and cares for every client, embracing a Client First philosophy, and treats every client like a close friend or family member.
Interests & Community Participation
Brad met his wife, Monica, in college and they have worked in
business together for over 25 years serving clients’ needs. The
couple and their three children reside in Otsego, MN, where they enjoy spending time together playing volleyball, boating, and traveling.
Brad began his career in insurance and financial services in
2007 and has a well-rounded understanding of various aspects
of personal financial planning. He also brings eight years of
mortgage and real estate experience, as well as three years of
experience working closely with estate planning attorneys. Brad has over 25 years of experience in the financial industry.
University of Minnesota, Mankato Aviation/Business, 1993
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.