Bradley J. Barinsky

CAHILL FINANCIAL ADVISORS

Edina, MN 55439

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CRD#: 6008668

Professional summary

Bradley Jay Barinsky, CFP®, who also goes by Brad Barinsky, is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bradley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Barinsky

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.

Bradley Barinsky maintains an active license to practice law in the state of Minnesota since January 2006. While he does not actively pursue clients or provide legal services on a regular basis, he maintains the ability to provide these services and may occasionally provide these services from his private home office in Long Lake, MN. He devotes approximately 0-5 hours per month to these services, none during normal trading hours. Any income earned from these services is incidental and not a substantial percent of his income. He does not provide these services on behalf of Cahill Financial Advisors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Barinsky'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: 2015

Experience

Current

December 19, 2024 - Present

CAHILL FINANCIAL ADVISORS, INC.

Office #1: 7261 Ohms Lane, Edina, MN 55439

RIA

CRD#: 109890

Edina, MN

Past

January 7, 2020 - February 17, 2025

ONEDIGITAL

RIA

CRD#: 106766

Long Lake, MN

Past

February 2, 2016 - January 28, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Edina, MN

Past

February 2, 2016 - January 28, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Edina, MN

Past

January 17, 2014 - February 24, 2016

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

WAYZATA, MN

Past

December 22, 2011 - February 24, 2016

PRINCIPAL SECURITIES, INC.

CRD#: 1137

WAYZATA, MN

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".

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 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
(12/19/2024)

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: 12/19/2011

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: 12/21/2011

General Securities Representative Examination

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 Approved)

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Contact information

Main Address

7261 Ohms Lane, Edina, MN 55439

Mailing Address

Phone number

(952) 926-1659

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,813
AUM (Assets Under Management)	$ 1,432,327,484

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report
11/21/2023	Cover Page	Report

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

Bradley J. Barinsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Barinsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

CAHILL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2011

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2011

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAHILL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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