Bradley Scott Bickham
CFP®Professional Summary
Bradley Scott Bickham, CFP® was a registered financial advisor. Bradley was a previously registered financial professional and started their career in finance 1985 - 2024. Bradley had worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO
Contact Information
Main Address
1875 Century Park East Suite 950, Los Angeles, CA 90067Phone Number
(800) 301-5436# of Employees
437SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
42,220AUM (Assets Under Management)
$42,504,972,428Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 11/26/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Bradley
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
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