Bradly J. Bechtel

AGH WEALTH ADVISORS

WICHITA, KS 67202

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CRD#: 3267534

Professional summary

Bradly James Bechtel, who also goes by Brad James Bechtel, Brad Bechtel James, is a registered financial advisor currently at AGH WEALTH ADVISORS, LLC located in Wichita, Kansas and LPL FINANCIAL LLC located in Wichita, Kansas.

Bradly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Bradly has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Aliases

Brad James Bechtel | Brad Bechtel James

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 Bradly James Bechtel'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®

None

Experience

Current

April 18, 2008 - Present

AGH WEALTH ADVISORS, LLC

Office #1: 301 N. Main Street Suite 1700, Wichita, KS 67202

RIA

CRD#: 146796

WICHITA, KS

Current

June 11, 2008 - Present

LPL FINANCIAL LLC

Office #1: 301 N Main Street Suite 1700, Wichita, KS 67202-4817

RIA

CRD#: 6413

WICHITA, KS

Past

January 6, 2026 - July 14, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

VALLEY CENTER, KS

Past

June 11, 2008 - November 30, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

VALLEY CENTER, KS

Past

February 7, 2001 - June 16, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

WICHITA, KS

Past

February 1, 2001 - March 12, 2007

TRUSTED ADVISORS, LLC

RIA

CRD#: 116145

WICHITA, KS

Past

November 29, 2000 - June 16, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

WICHITA, KS

Past

August 14, 1999 - November 2, 2000

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

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".

AGH WEALTH ADVISORS, LLC

AGH WEALTH ADVISORS, LLC | AGH WEALTH MANAGEMENT

CRD#: 146796 / SEC#: 801-69091

RIA

Registered Investment Advisory firm - (4/18/2008 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.

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
(1/10/2022)

Arkansas
(2/16/2024)

California
(9/18/2020)

Colorado
(6/11/2008)

Illinois
(11/6/2014)

IAR

Kansas
(4/18/2008)

Kansas
(6/11/2008)

Kentucky
(10/25/2023)

Maryland
(10/23/2025)

Missouri
(6/11/2008)

North Carolina
(1/22/2026)

Ohio
(3/8/2012)

Oklahoma
(6/11/2008)

South Carolina
(2/19/2016)

Tennessee
(12/2/2020)

Texas
(6/11/2008)

IAR

Texas
(11/12/2024)

Virginia
(9/9/2025)

Washington
(3/16/2012)

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: 10/13/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/5/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AGH WEALTH ADVISORS, LLC

AGH WEALTH ADVISORS, LLC | AGH WEALTH MANAGEMENT

CRD#: 146796 / SEC#: 801-69091

RIA

Registered Investment Advisory firm - (4/18/2008 Approved)

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Contact information

Main Address

301 N. Main Street Suite 1700, Wichita, KS 67202

Mailing Address

Phone number

(316) 267-3220

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AGH WEALTH ADVISORS, LLC FORM ADV PART 2 BROCHURE (3/2/2026)

Regulatory assets under management

Total Number of Accounts	489
AUM (Assets Under Management)	$ 456,334,303

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

Bradly J. Bechtel

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradly James Bechtel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

TRUSTED ADVISORS, LLC

MML INVESTORS SERVICES, LLC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

AGH WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/10/1999

Series 24

Date: 9/5/2008

FINRA

Current Firm

AGH WEALTH ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AGH WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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