Michael P. Brady
BRADY FAMILY WEALTH
Saint Louis, MO 63144
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CRD#: 5811931
Professional summary
Michael Patrick Brady, CFP®, who also goes by Michael Brady Brady, is a registered financial advisor currently at BRADY FAMILY WEALTH, LLC located in Saint Louis, Missouri.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Mike has worked with multiple generations of families to insure their lasting legacy long into the future for over 30 years. Over that time, he has advised and simplified his clients’ financial lives thereby providing them with peace of mind.
Mike is a finance graduate of The Ohio State University’s Fisher College of Business and holds a master’s degree in finance (MBA) from Cleveland State University’s Monte Ahuja College of Business. In addition, he completed executive education coursework at The University of Pennsylvania’s Wharton School of Business. As a Certified Financial Planner™ professional he works in a full-time fiduciary capacity with his clients and practices and promotes fee-only financial planning, investment advisory and wealth management services.
Mike has lectured widely on financial topics at the college level. He is a trusted financial advisor and coach to business owners, professional athletes, attorneys, accountants, and physicians. He has counseled and advised executives and pre-retirees of numerous notable companies, sports organizations and the U.S. government.
Mike is a lifetime member of the National Eagle Scout Association and is the recipient of the Silver Beaver Award: one of the highest volunteer awards bestowed by the National Council of the Boy Scouts of America. He is a former president of the Olmsted Falls City Schools Board of Education. He also has served in leadership positions for various charities and as a board member for several significant endowments and foundations.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Insurance Planning
Health Care
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Budgeting
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Michael Brady Brady
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.) TRUSTEE FOR DAUGHTER, INV RELATED, NASHVILLE, TN, START: 1/10/2023, 1 HR/MONTH, 0 HRS DURING TRADING. 2.) HIGH SCHOOL ADVANCEMENT COMMITTEE, NOT INVESTMENT RELATED, PROMOTE THE SCHOOL AND FUNDRAISING, NO COMPENSATION, 0 HRS DURING TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Brady'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®
CFP®
Start date: 2022
Experience
Current
March 15, 2023 - Present
BRADY FAMILY WEALTH, LLC
Office #1: 1401 South Brentwood Blvd. Suite 880, Saint Louis, MO 63144RIA
CRD#: 315635
Saint Louis, MO
Past
July 14, 2014 - February 13, 2023
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
NASHVILLE, TN
Past
March 7, 2014 - February 13, 2023
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
NASHVILLE, TN
Past
January 11, 2013 - May 17, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FRONTENAC, MO
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".
BF
BRADY FAMILY WEALTH, LLC
BRADY FAMILY WEALTH, LLC
CRD#: 315635 / SEC#: 801-122035
RIA
Registered Investment Advisory firm - (8/6/2021 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
Missouri(6/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
BF
BRADY FAMILY WEALTH, LLC
BRADY FAMILY WEALTH, LLC
CRD#: 315635 / SEC#: 801-122035
RIA
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Contact information
Main Address
1401 South Brentwood Blvd. Suite 880, Saint Louis, MO 63144
Mailing Address
Phone number
(314) 919-9151
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 306,356,990 |
Red Flags
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Company Information
BRADY FAMILY WEALTH, LLC
CRD#: 315635Saint Louis, MO 63144TRUST BUT VERIFY
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