Bradley C. Kaiser

HG WEALTH PARTNERS LLC

LONG BEACH, CA

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CRD#: 2523397

Professional summary

Bradley Clifford Kaiser, who also goes by Brad Kaiser, is a registered financial advisor currently at HG WEALTH PARTNERS LLC located in Long Beach, California and HAMILTON GRANT LLC located in Calabasas, California.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Bradley has worked at 8 firms and has passed the Series 66, Series 63, Series 52TO, Series 79TO, SIE, Series 7, Series 14, Series 53 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Kaiser

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) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent 2) HG Wealth Partners LLC, Registered Investment Adviser, June 2024 providing financial planning and advisory services. 3) Brad Kaiser Sole Proprietor, investment-related, 3915 Chestnut Avenue, Long Beach, CA 90807, BD/RIA Consulting business, Sole Proprietor, start date 2/10/2025, 10 hours monthly, provide consulting services to BDs/RIAs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Clifford Kaiser'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®

None

Experience

Current

June 14, 2024 - Present

HG WEALTH PARTNERS LLC

RIA

CRD#: 330906

LONG BEACH, CA

Current

May 3, 2024 - Present

HAMILTON GRANT LLC

Office #2: 2121 Avenue Of The Stars 8th Floor Suite 47, Los Angeles, CA, 90067

CRD#: 166180

Calabasas, CA

Past

January 17, 2014 - April 6, 2023

HAMILTON GRANT LLC

CRD#: 166180

Calabasas, CA

Past

February 11, 2009 - April 19, 2024

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

Pasadena, CA

Past

February 11, 2009 - April 19, 2024

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Pasadena, CA

Past

May 19, 2008 - February 9, 2009

VALDES, KAISER & ASSOCIATES, LLC

RIA

CRD#: 146589

EL SEGUNDO, CA

Past

February 27, 2006 - February 10, 2009

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

EL SEGUNDO, CA

Past

August 19, 2004 - February 10, 2009

NATIONAL PLANNING CORPORATION

CRD#: 29604

EL SEGUNDO, CA

Past

June 5, 2000 - January 15, 2003

COMPUTER CLEARING SERVICES INC

CRD#: 20776

GLENDALE, CA

Past

September 18, 1995 - January 12, 1996

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

September 1, 1994 - January 10, 1995

PACIFIC COAST FINANCIAL SECURITIES, INC.

CRD#: 29267

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.

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

Arizona
(5/3/2024)

California
(5/3/2024)

IAR

California
(6/14/2024)

Connecticut
(5/3/2024)

Georgia
(7/7/2025)

Illinois
(11/7/2024)

Nevada
(5/3/2024)

IAR

Nevada
(8/12/2025)

New Jersey
(5/3/2024)

New York
(5/3/2024)

Texas
(5/6/2024)

Utah
(5/22/2024)

Washington
(8/6/2024)

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

State Security Law Exam

IAR

Series 66

Date: 1/5/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/24/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 5/3/2024

Municipal Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 53

Date: 10/12/2001

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 3/9/2001

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

HG WEALTH PARTNERS LLC

HG WEALTH PARTNERS LLC | HG WEALTH PARTNERS, LLC

CRD#: 330906 / SEC#:

California

Registered Investment Advisory firm - (6/14/2024 Approved)

Nevada

Registered Investment Advisory firm - (8/11/2025 Approved)

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Contact information

Main Address

Long Beach, CA

Mailing Address

Phone number

(562) 453-5382

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 4,246,873

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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Firm Stability Insights

Bradley C. Kaiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Clifford Kaiser's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON GRANT LLC

HAMILTON GRANT LLC

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

VALDES, KAISER & ASSOCIATES, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

COMPUTER CLEARING SERVICES INC

WELLS FARGO SECURITIES INC.

PACIFIC COAST FINANCIAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2005

Series 63

Date: 8/24/2004

Series 52TO

Date: 5/3/2024

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/31/1994

Series 14

Date: 1/2/2023

Series 53

Date: 10/12/2001

Series 4

Date: 3/9/2001

FINRA

Current Firm

HG WEALTH PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HG WEALTH PARTNERS LLC

TRUST BUT VERIFY

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