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For over 20 years Brad Weddle has dedicated his career to financial planning and wealth management. He is dedicated to helping people create and preserve wealth. The key to his success is the personalized approach he takes in assisting clients with selecting the right life insurance and financial products to suit their individual needs. Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Brad is well qualified to help his clients. He graduated from East Texas State University with a Bachelors in Business Administration. Brad attended a rigorous academic program and passed a comprehensive exam to earn the prestigious CERTIFIED FINANCIAL PLANNER professional certification. He also went on to earn the advanced designation of Accredited Asset Management Specialist (AAMS). This advanced credential is awarded to a select group of financial professionals who have demonstrated a high level of skill, knowledge and experience with asset allocation and money management. Brad holds FINRA registrations Series 7, 24 and 63 with LPL Financial.
As a result of his professionalism, Brad has received numerous honors and awards. He was voted the Best Financial Planner, as well as the Best Stockbroker in Mesquite*. These awards and accolades are a testament to Brad’s outstanding dedication, continued support and exceptional level of service in the industry.
Originally from Paris, Texas, Brad lives in Mesquite with his wife, Shirley, and their son, Matthew. He enjoys traveling and spending time with his family.
*According to the Readers Choice Vote in the Mesquite News for several years including 2011.
Brad Weddle is an LPL Financial Registered Representative and may discuss and/or transact business with residents of the following states: TX, AK, AZ, CO, FL, GA, IL, KS, MD, MO, ND, NJ, NM, NY, OH, OK.