AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BD

Bradley A. Dirksen

1834 INVESTMENT ADVISORS CO.
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 3063092
BD

Professional summary


Bradley Allen Dirksen, AIF®, who also goes by Brad Allen Dirksen, is a registered financial advisor currently at 1834 INVESTMENT ADVISORS CO. located in Minneapolis, Minnesota.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bradley has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brad Allen Dirksen

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 Allen Dirksen'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®
AIF®

Experience


Current

October 1, 2025 - Present

1834 INVESTMENT ADVISORS CO.

Office #1: 225 South 6th Street, Minneapolis, MN 55402
RIA
CRD#: 105435
Minneapolis, MN
Past

September 19, 2017 - January 15, 2021

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ST. CLOUD, MN
Past

April 19, 2017 - January 15, 2021

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST CLOUD, MN
Past

July 1, 2015 - April 4, 2017

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA

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".
1I
1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO. | NORTHERN OAK WEALTH MANAGEMENT. INC | NORTHERN OAK WEALTH MANAGEMENT, INC. | NORTHERN OAK WEALTH MANAGEMENT INC. | NORTHERN OAK CAPITAL MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT INC | HAKER INVESTMENT MANAGEMENT INC

CRD#: 105435 / SEC#: 801-11335

RIA
Registered Investment Advisory firm - (2/13/1976 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
Minnesota
(10/1/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/10/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/4/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


1I
1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO. | NORTHERN OAK WEALTH MANAGEMENT. INC | NORTHERN OAK WEALTH MANAGEMENT, INC. | NORTHERN OAK WEALTH MANAGEMENT INC. | NORTHERN OAK CAPITAL MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT, INC. | HAKER ZELLMER INVESTMENT MANAGEMENT INC | HAKER INVESTMENT MANAGEMENT INC

CRD#: 105435 / SEC#: 801-11335

RIA
Registered Investment Advisory firm - (2/13/1976 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
511 N Broadway Suite 801, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 615-1012
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/13/2025)

Regulatory assets under management


Total Number of Accounts924
AUM (Assets Under Management)$ 1,034,664,175

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/21/2024
Cover Page
01/11/2024

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.

Company Information


1834 INVESTMENT ADVISORS CO.

CRD#: 105435Minneapolis, MN 55402

TRUST BUT VERIFY

Monitor Bradley Dirksen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
SS
Steven SchmidtAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
ST. LOUIS PARK, MN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics