Bradley D. Scott

POSTROCK PARTNERS LLC

Overland Park, KS 66204

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CRD#: 2289143

Professional summary

Bradley Dean Scott, CFP®, who also goes by Bradley Scott, is a registered financial advisor currently at POSTROCK PARTNERS LLC located in Overland Park, Kansas.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Bradley has worked at 5 firms and has passed the Series 63, Series 7TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley Scott

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) - RIA

Click below to view Bradley Dean Scott's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

December 11, 2023 - Present

POSTROCK PARTNERS LLC

Office #1: 6700 Antioch Road Suite 470, Overland Park, KS 66204

RIA

CRD#: 328865

Overland Park, KS

Past

January 3, 2023 - August 28, 2023

COPPER FINANCIAL

RIA

CRD#: 168203

LENEXA, KS

Past

June 28, 2022 - December 31, 2022

COPPER FINANCIAL

RIA

CRD#: 168203

LENEXA, KS

Past

June 22, 2022 - August 28, 2023

COPPER FINANCIAL

CRD#: 168203

LENEXA, KS

Past

February 10, 1994 - June 9, 2000

COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140

CLAYTON, MO

Past

November 19, 1993 - February 8, 1994

WALL STREET ACCESS

CRD#: 10012

NEW YORK, NY

Past

November 20, 1992 - November 8, 1993

DAIN RAUSCHER INCORPORATED

CRD#: 7600

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".

POSTROCK PARTNERS LLC

POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138

RIA

Registered Investment Advisory firm - (11/30/2023 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.

Highlighted states indicate IAR registrations

IAR

Kansas
(12/11/2023)

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

State Security Law Exam

Series 63

Date: 3/27/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/16/2022

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 10/20/1992

General Securities Representative Examination

Current Firm

POSTROCK PARTNERS LLC

POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138

RIA

Registered Investment Advisory firm - (11/30/2023 Approved)

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Contact information

Main Address

6700 Antioch Road Suite 470, Overland Park, KS 66204

Mailing Address

Phone number

(913) 308-8030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POSTROCK DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND BROCHURE SUPPLEMENTS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 449,670,406

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.

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Advisor Monitoring

Firm Stability Insights

Bradley D. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Dean Scott's CRS (Customer Relationship Summary).

Certified licenses

Experience

COPPER FINANCIAL

COPPER FINANCIAL

COPPER FINANCIAL

COMMERCE BROKERAGE SERVICES, INC.

WALL STREET ACCESS

DAIN RAUSCHER INCORPORATED

Primary Firm SEC Registration

POSTROCK PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/2023

Series 7TO

Date: 6/16/2022

Series 7

Date: 10/20/1992

Current Firm

POSTROCK PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POSTROCK PARTNERS LLC

TRUST BUT VERIFY

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