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Bradley Scott Bickham

Bradley S. Bickham

Some features on this profile are disabled
CRD#: 1342965
Bradley Scott Bickham

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradley Scott Bickham, CFP® was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 1985. Bradley had worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Biography

MANAGING PARTNER | CHIEF INVESTMENT OFFICER When Brad first began studying finance and economics, it was because it was intellectually stimulating, and it has remained so for his 35 year career. He believes there is no limit to what can be learned and this view motivates every Investment Committee meeting. Brad finds it gratifying and humbling to be the trusted advisor to many clients. Brad also appreciates participating in building a small business. CFM has grown from one employee to 30 in the past 30 years and is now one of the largest private wealth management companies in Colorado. Brad lives in Boulder with his wife Dana, four children, and grandson. He enjoys golf, skiing, tennis, and traveling.
top-8-questions

Question & Answer

What are your service offerings?
Trading individual securities
Financial planning
Philanthropic services
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

March 28, 2024 - September 25, 2024

LIDO

RIA
CRD#: 269866
Boulder, CO
Past

January 1, 1999 - March 28, 2024

COLORADO FINANCIAL MANAGEMENT LLC

RIA
CRD#: 113216
BOULDER, CO
Past

August 1, 1990 - December 31, 1991

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Past

February 14, 1986 - July 5, 1989

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

March 20, 1985 - August 11, 1986

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LIDO
LIDO
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/20/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/27/1986
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/1985
General Securities Representative Examination

Current Firm

LIDO
LIDO
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)
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Contact information

Main Address
1875 Century Park East Suite 950, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 278-8232
Established
Firm type
Fiscal year end
# of Employees
320

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIDO ADV PART 2A 9.26.25 (9/26/2025)

Regulatory assets under management

Total Number of Accounts27,931
AUM (Assets Under Management)$ 29,080,337,946

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
11/26/2024
Cover Page
Report
01/26/2024
Cover Page
Report
02/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIDO

LIDO

Managing Partner | CIOCRD#: 269866

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Contact information

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xxxxx@xxxx.xxx

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