Bradley C. Fisher

ACCREDITED WEALTH MANAGEMENT LLC

Louisville, KY 40222

Some features on this profile are disabled

CRD#: 4388267

Professional summary

Bradley Clay Fisher, CFP® is a registered financial advisor currently at ACCREDITED WEALTH MANAGEMENT LLC located in Louisville, Kentucky.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bradley has worked at 8 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Social Security Planning

Investment Planning

Retirement Planning

Education Planning

Comprehensive Financial Planni...

Tax Planning

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

None

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 Clay Fisher'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: 2004

Experience

Current

September 24, 2019 - Present

ACCREDITED WEALTH MANAGEMENT LLC

Office #1: 4938 Brownsboro Road Suite 201, Louisville, KY 40222

RIA

CRD#: 170261

Louisville, KY

Past

March 30, 2015 - November 5, 2021

D. SCOTT NEAL, INC.

RIA

CRD#: 110975

Louisville, KY

Past

January 2, 2013 - September 30, 2013

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

LOUISVILLE, KY

Past

January 2, 2013 - September 30, 2013

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

February 21, 2008 - December 21, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LOUISVILLE, KY

Past

March 8, 2006 - February 20, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LOUISVILLE, KY

Past

February 22, 2006 - December 21, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LOUISVILLE, KY

Past

April 25, 2003 - November 7, 2005

GV FINANCIAL ADVISORS, INC.

RIA

CRD#: 112118

ATLANTA, GA

Past

April 24, 2003 - November 7, 2005

JOYN ADVISORS, INC.

RIA

CRD#: 106725

ATLANTA, GA

Past

July 22, 2002 - November 10, 2005

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

August 17, 2001 - December 18, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, 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".

ACCREDITED WEALTH MANAGEMENT LLC

CRD#: 170261 / SEC#: 801-123410

RIA

Registered Investment Advisory firm - (3/11/2022 Approved)

Florida

Registered Investment Advisory firm - (4/22/2022 Terminated)

Kentucky

Registered Investment Advisory firm - (4/22/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kentucky
(9/24/2019)

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

IAR

Series 66

Date: 9/26/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/2001

General Securities Representative Examination

Current Firm

ACCREDITED WEALTH MANAGEMENT LLC

CRD#: 170261 / SEC#: 801-123410

RIA

Registered Investment Advisory firm - (3/11/2022 Approved)

Florida

Registered Investment Advisory firm - (4/22/2022 Terminated)

Kentucky

Registered Investment Advisory firm - (4/22/2022 Terminated)

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

4938 Brownsboro Road Suite 201, Louisville, KY 40222

Mailing Address

Phone number

(502) 290-1905

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A FIRM BROCHURE (3/22/2025)

Regulatory assets under management

Total Number of Accounts	553
AUM (Assets Under Management)	$ 158,911,036

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.

Similar Advisors

Trystan Downey

CERITY PARTNERS LLC

IAR

LOUISVILLE, KY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley C. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Clay Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

D. SCOTT NEAL, INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

GV FINANCIAL ADVISORS, INC.

JOYN ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

ACCREDITED WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2001

Series 7

Date: 8/16/2001

Current Firm

ACCREDITED WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCREDITED WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors