Brad L. Reichert

FARTHER

Chandler, AZ

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CRD#: 4149576

Professional summary

Brad Lee Reichert, CFP®, ChFC®, CLU®, who also goes by Brad L Reichert, is a registered financial advisor currently at FARTHER located in Chandler, Arizona.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brad has worked at 14 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad L Reichert

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) Bradstone Financial Services, LLC, Chandler, AZ, 85286, 10/2023, Owner, Notary Services, NIR, 2 HR.MO - 0 Trading 2) Brad L Reichert, Chandler, AZ 85286, 10/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2 HR/MO - 0 Trading 3) Brad L Reichert, Chandler, AZ 85286, 10/2023, Agent, Referral Services, NIR, 5 HR/MO - 0 Trading 4) BRAD L REICHERT, CHANDLER , AZ 85286, 10/2023, 1099 CONTRACTOR, AUTHOR/EDUCATOR, NIR, 30 HR/MO - 0 HR/MO TRADING. 5) Brad Reichert, 2700 North Central Avenue, Suite 1200, Phoenix AZ 85004, 11/2024, Director, Consulting/Coaching, NIR, 2 HR/MO, 2 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Lee Reichert'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

Start date: 2006

ChFC^®

Chartered Financial Consultant

CRD#: 10409

PHOENIX, AZ

Past

September 7, 2018 - April 26, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

PHOENIX, AZ

Past

February 11, 2015 - November 6, 2017

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

PHOENIX, AZ

Past

November 19, 2013 - February 5, 2015

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

PHOENIX, AZ

Past

April 21, 2011 - June 16, 2011

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SCOTTSDALE, AZ

Past

April 8, 2011 - June 16, 2011

CRD#: 111856

CEDAR FALLS, IA

Past

July 23, 2001 - January 9, 2003

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

May 10, 2000 - April 27, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

Arizona
(6/18/2025)

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: 12/17/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/12/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/26/2018

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 5/26/2000

Futures Managed Funds Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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

Brad L. Reichert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Lee Reichert's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

ORIGIN INVESTMENT ADVISORY LLC

REICHERT ASSET MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

KEATS, CONNELLY & ASSOCIATES, INC

KEATS, CONNELLY & ASSOCIATES, INC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

AMERICAN FINANCIAL SECURITIES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 63

Date: 12/17/2018

Series 66

Date: 12/12/2005

SIE

Date: 11/27/2018

Series 7

Date: 11/26/2018

Series 31

Date: 5/26/2000

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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