Brad Harber, CRPC, CRPS

Brad has provided wealth management solutions to clients since 2005. Beginning his career in the financial services industry with Merrill Lynch before moving to UBS Financial in Chicago. Since 2014, he has been with Wells Fargo Advisors. Brad holds FINRA Series 7 and 66 securities registrations, along with life, health, variable life, and variable annuity insurance licenses. He addresses the full spectrum of wealth management needs including liability management, trust and estate planning strategies, tax management and philanthropic strategies. A graduate of Indiana University, he earned a degree in Business Administration with a minor in Marketing. Committed to professional growth, Brad earned the Accredited Investment Chartered Retirement Planning Counselor? (CRPC?) designation in 2009, the Chartered Retirement Plans Specialist? (CRPS?) designation in 2011 and his Accredited Investment Fiduciary? (AIF?) designation in 2015. Outside of his career, Brad enjoys spending time with his family and is actively involved in his two son?s activities. He is also passionate about giving back to the community and volunteers at their school and helps coach both kids? school basketball teams.