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Brad Harber, CRPC, CRPS, AIF
Financial Advisor
Brad has been providing comprehensive wealth management solutions to clients for more than two decades. He began his career in financial services with Merrill Lynch in 2005, later moving to UBS Financial in Chicago, and has been with Wells Fargo Advisors since 2014. Drawing on over 20 years of experience, Brad partners with individuals and families to develop personalized strategies designed to align with their financial goals and adapt through life’s transitions.
Brad works with a private wealth management team that manages more than $1 billion in client assets as of May 31, 2026, specializing in comprehensive wealth management for individuals, families, foundations, and corporate retirement plans. He and the team take a client-focused approach, leveraging the extensive resources of Wells Fargo Advisors to develop customized financial strategies designed to help clients build, preserve, and transition wealth while addressing both short- and long-term objectives.
Brad holds FINRA Series 7 and 66 securities registrations, along with life, health, variable life, and variable annuity insurance licenses. He advises clients across a broad range of wealth management needs, including liability management, trust and estate planning strategies, tax-efficient investing, and philanthropic planning.
A graduate of Indiana University, Brad earned a degree in Business Administration with a minor in Marketing. His commitment to professional excellence and ongoing education is demonstrated by his designations: Chartered Retirement Planning Counselor℠ (CRPC®), Chartered Retirement Plans Specialist℠ (CRPS®), and Accredited Investment Fiduciary® (AIF®).
Outside of the office, Brad enjoys spending time with his family and is actively involved in his two sons’ activities. He is passionate about giving back to the community, volunteering at his son’s school and coaching both of their basketball teams. Brad’s approach combines deep technical expertise with a sincere dedication to helping clients achieve clarity, confidence, and long-term success in their financial lives.
Insurance Licensed in the Following States:
AR (Lic. #8779319)
Certificates
CRPC, CRPS, AIF
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