BW
Bradley M. Weddle
ADVISOR RESOURCE COUNCIL
MESQUITE, TX 75150
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CRD#: 1865274
BW
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Weddle
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Mark Weddle's CRS (Customer Relationship Summary).
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®
Start date: 1999
Experience
Current
November 12, 2013 - Present
ADVISOR RESOURCE COUNCIL
Office #1: 3330 N. Galloway Ave., Mesquite, TX 75150RIA
CRD#: 164109
MESQUITE, TX
Current
December 3, 2007 - Present
LPL FINANCIAL LLC
Office #1: 3330 N. Galloway, Ste 309, Mesquite, TX 75150RIA
BD
CRD#: 6413
Mesquite, TX
Past
December 3, 2007 - October 28, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
MESQUITE, TX
Past
September 27, 2006 - December 7, 2007
EDWARD JONES
RIA
CRD#: 250
MESQUITE, TX
Past
June 10, 1993 - December 7, 2007
EDWARD JONES
BD
CRD#: 250
MESQUITE, TX
Past
September 21, 1988 - February 19, 1993
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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 | 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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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 | 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
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Contact information
Main Address
15110 Dallas Parkway Suite 500, Dallas, TX 75248
Mailing Address
Phone number
(972) 421-1360
Established
Firm type
Fiscal year end
# of Employees
123
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,622 |
| AUM (Assets Under Management) | $ 3,015,318,532 |
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.
