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Bradley Mark Weddle

CFP®
ADVISOR RESOURCE COUNCIL
MESQUITE, TX
·CRD# 1865274·38 years experience

Professional Summary

Bradley Mark Weddle, CFP®, who also goes by Brad Weddle, is a registered financial advisor currently at ADVISOR RESOURCE COUNCIL located in Mesquite, Texas and LPL FINANCIAL LLC located in Mesquite, Texas. Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Bradley has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brad Weddle

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

CFP®
Certified Financial PlannerSince 1999

Years of Experience

38 years in the financial services industry

Current & Past Employments

ADVISOR RESOURCE COUNCIL·CRD# 164109
RIA
3330 N. Galloway Ave., Mesquite, TX 75150
November 12, 2013 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
3330 N. Galloway, Ste 309, Mesquite, TX 75150
December 3, 2007 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Mesquite, TX
December 3, 2007 - October 28, 2015
EDWARD JONES·CRD# 250
RIA
Mesquite, TX
September 27, 2006 - December 7, 2007
EDWARD JONES·CRD# 250
BD
Mesquite, TX
June 10, 1993 - December 7, 2007
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
September 21, 1988 - February 19, 1993

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Current Firm

AR
ADVISOR RESOURCE COUNCIL

360 WEALTH MANAGEMENT | WALTON & LOURCEY FINANCIAL STRATEGIES | VTI FINANCIAL | VALUES FIRST PLANNING | VALTRUM | TRUEWEALTH MANAGEMENT | THE TEXAS MONEY MANAGER | THE GATTS GROUP | THE AERO ADVISOR | TEXAS STATE FINANCIAL, INC. | TEAM 360 WEALTH MANAGEMENT | SIMMONS WEALTH MANAGEMENT | SILVERMAN LEGATE ADVISORY GROUP | SHELTON FINANCIAL GROUP | ROYAL STONE WEALTH MANAGEMENT | RLBROWN FINANCIAL | RIDGEMARK FINANCIAL | RDR WEALTH MANAGEMENT | PAX FINANCIAL GROUP, LLC | PARSONS WEALTH MANAGEMENT | ORION WEALTH MANAGEMENT | NAPA VALLEY FINANCIAL | MUSSO RETIREMENT ADVISORS | MISSION FINANCIAL ADVISORY SERVICES | MILLS & KERNAN WEALTH MANAGEMENT | MERIT WEALTH ADVISORS, INC. | MERIT WEALTH ADVISORS | MERGENT GROUP | MCLEMORE FINANCIAL GROUP | MAVERICK WEALTH MANAGEMENT | MAVEN WEALTH CONSULTING, LLC | LIGHTFORCE FINANCIAL | LEWIN WEALTH MANAGEMENT | LEMOINE WEALTH MANAGEMENT | KALIVER WEALTH MANAGEMENT | JOHN BAILEY FINANCIAL | JKL INVESTMENT MANAGEMENT | JDR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT | INTEGRATED WEALTH STRATEGIES | INDEPENDENT FINANCIAL STRATEGIES | HOPPER FINANCIAL SERVICES | GENERATIONS FINANCIAL MANAGEMENT | FURNEY FINANCIAL | FRONT LINE ADVISOR GROUP | FOUNDATION WEALTH PARTNERS | FAUBOURG PRIVATE WEALTH | ENCORE WEALTH MANAGEMENT | DON HUBBARD INVESTMENT SERVICES | DAVID H. YOUNG & ASSOCIATES | DARGATZ & COMPANY | DANSBY WEALTH MANAGEMENT | DALLAS FINANCIAL PLANNER | CSB WEALTH MANAGEMENT | COUNCIL FAMILY OFFICE | COJO BAY ADVISORS | COJO BAY ADVIORS, LLC | CASTRINOS FINANCIAL | CARROLL WEALTH MANAGEMENT | CARDINAL WEALTH ADVISORS | BIGG FINANCIAL | BENGE FINANCIAL GROUP | BARFIELD WEALTH MANAGEMENT | AZAELA WEALTH PARTNERS | ASHLEY HODGE | ARK CAPITAL | ARC RETIREMENT CONSULTANTS | ARC ASSET MANAGEMENT | AMPLIO WEALTH MANAGEMENT | AIQ ASSET MANAGEMENT | ADVISOR RESOURCE COUNCIL | ABACUS WEALTH BUILDERS | 360 WEALTH PLANNERS LLC | 360 WEALTH PARTNERS | 360 WEALTH MANAGEMENT, LLC

CRD#: 164109 / SEC#: 801-76667
RIA
Registered Investment Advisory firm - SEC (6/1/2012 Approved)

Contact Information

Main Address

15110 Dallas Parkway Suite 500, Dallas, TX 75248

Phone Number

(972) 421-1360

# of Employees

119

SEC notice filing (44 States and Territories)

Registered to provide investment advisory services in 44 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A APPENDIX 1 WRAP-FEE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

11,836

AUM (Assets Under Management)

$3,486,476,414

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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.

1. 06/19/2009: WEDDLE FINANCIAL GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT. INS TYPES: LIFE, HEALTH, LONG-TERM CARE, FIXED ANNUITIES 2. 10/13/2010: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - SALES AGENT. INS TYPES: FIXED ANNUITIES 3. 01/16/2014: WEDDLE FINANCIAL GROUP - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - 50% OF TIME SPENT 4. 06/04/2015: NO BUSINESS NAME - INV REL - 4325 CORYELL WAY, MESQUITE, TX 75150 - REAL ESTATE RENTAL - START 08/01/1995 - 1 HR/MO ALL DURING SECS TRDG HRS - PROPERTY CO-OWNER 5. 07/19/2016: The Texas Money Manager - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 07/03/2016 - 20 Hr/Mo; 8 Hours During Securities Trading 6. 04/15/2019 - Robert Bowmer American National Insurance agent - Investment related - Real Estate Rental - 3330 N Galloway, Suite 309 in Mesquite, Tx 75150 - start date:04/01/2019 - 1 hr/mo - 1 hr during trading. 7. 05/31/2019 - Mesquite Independent School District Community Education - Not investment related - 2600 Motley Dr, Mesquite, Tx 75150 - teacher - start date:04/16/2019 - 9 hrs/mo - 0 hrs during trading - I teach the Retirement Planning Today course from Financial Educators Network. 8. 10/11/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 10/11/2019 - Advisor Resource Council - DBA: (Hybrid) The Texas Money Manager - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 10) 08/29/2025 - 360 Wealth Planners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/01/2025 - 120 Hrs/Mth - 120 Hrs During Trading.

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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".
AR
ADVISOR RESOURCE COUNCIL

360 WEALTH MANAGEMENT | WALTON & LOURCEY FINANCIAL STRATEGIES | VTI FINANCIAL | VALUES FIRST PLANNING | VALTRUM | TRUEWEALTH MANAGEMENT | THE TEXAS MONEY MANAGER | THE GATTS GROUP | THE AERO ADVISOR | TEXAS STATE FINANCIAL, INC. | TEAM 360 WEALTH MANAGEMENT | SIMMONS WEALTH MANAGEMENT | SILVERMAN LEGATE ADVISORY GROUP | SHELTON FINANCIAL GROUP | ROYAL STONE WEALTH MANAGEMENT | RLBROWN FINANCIAL | RIDGEMARK FINANCIAL | RDR WEALTH MANAGEMENT | PAX FINANCIAL GROUP, LLC | PARSONS WEALTH MANAGEMENT | ORION WEALTH MANAGEMENT | NAPA VALLEY FINANCIAL | MUSSO RETIREMENT ADVISORS | MISSION FINANCIAL ADVISORY SERVICES | MILLS & KERNAN WEALTH MANAGEMENT | MERIT WEALTH ADVISORS, INC. | MERIT WEALTH ADVISORS | MERGENT GROUP | MCLEMORE FINANCIAL GROUP | MAVERICK WEALTH MANAGEMENT | MAVEN WEALTH CONSULTING, LLC | LIGHTFORCE FINANCIAL | LEWIN WEALTH MANAGEMENT | LEMOINE WEALTH MANAGEMENT | KALIVER WEALTH MANAGEMENT | JOHN BAILEY FINANCIAL | JKL INVESTMENT MANAGEMENT | JDR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT | INTEGRATED WEALTH STRATEGIES | INDEPENDENT FINANCIAL STRATEGIES | HOPPER FINANCIAL SERVICES | GENERATIONS FINANCIAL MANAGEMENT | FURNEY FINANCIAL | FRONT LINE ADVISOR GROUP | FOUNDATION WEALTH PARTNERS | FAUBOURG PRIVATE WEALTH | ENCORE WEALTH MANAGEMENT | DON HUBBARD INVESTMENT SERVICES | DAVID H. YOUNG & ASSOCIATES | DARGATZ & COMPANY | DANSBY WEALTH MANAGEMENT | DALLAS FINANCIAL PLANNER | CSB WEALTH MANAGEMENT | COUNCIL FAMILY OFFICE | COJO BAY ADVISORS | COJO BAY ADVIORS, LLC | CASTRINOS FINANCIAL | CARROLL WEALTH MANAGEMENT | CARDINAL WEALTH ADVISORS | BIGG FINANCIAL | BENGE FINANCIAL GROUP | BARFIELD WEALTH MANAGEMENT | AZAELA WEALTH PARTNERS | ASHLEY HODGE | ARK CAPITAL | ARC RETIREMENT CONSULTANTS | ARC ASSET MANAGEMENT | AMPLIO WEALTH MANAGEMENT | AIQ ASSET MANAGEMENT | ADVISOR RESOURCE COUNCIL | ABACUS WEALTH BUILDERS | 360 WEALTH PLANNERS LLC | 360 WEALTH PARTNERS | 360 WEALTH MANAGEMENT, LLC

CRD#: 164109 / SEC#: 801-76667
RIA
Registered Investment Advisory firm - SEC (6/1/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(5/6/2019)
RR
Arizona
(5/9/2024)
RR
Arkansas
(11/23/2011)
RR
California
(12/10/2015)
RR
Colorado
(12/3/2007)
RR
Florida
(3/1/2023)
RR
Illinois
(12/3/2007)
RR
Kansas
(7/25/2017)
RR
Louisiana
(10/18/2012)
RR
Massachusetts
(9/15/2026)
RR
Mississippi
(5/30/2025)
RR
Missouri
(8/24/2018)
RR
North Carolina
(6/12/2024)
RR
Oregon
(6/11/2015)
RR
Pennsylvania
(5/9/2022)
RR
South Dakota
(1/5/2021)
RR
Texas
(12/3/2007)
IAR
Texas
(11/12/2013)
RR
Washington
(6/11/2015)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1988About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1993About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1988About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jan 2008About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Bradley Mark Weddle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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