Bradley I. Ward
Professional summary
Bradley I Ward, who also goes by Brad Ward, Bradley Ian Ward, Brad Ward, is a registered financial advisor currently at ASSET ONE WEALTH MANAGEMENT, LLC located in Bonita Springs, Florida.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bradley has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley I Ward's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2026 - Present
ASSET ONE WEALTH MANAGEMENT, LLC
July 5, 2017 - February 4, 2022
LIFEWORKS ADVISORS, LLC
November 18, 2016 - July 14, 2017
MML INVESTORS SERVICES, LLC
November 17, 2016 - July 14, 2017
MML INVESTORS SERVICES, LLC
October 28, 2015 - November 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 26, 2015 - November 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 4, 2013 - October 2, 2015
WELLS FARGO CLEARING SERVICES, LLC
September 12, 2013 - October 2, 2015
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2026)
Exams
Current Firm
ASSET ONE WEALTH MANAGEMENT, LLC
CRD#: 336350 / SEC#: 801-132828
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,754 |
| AUM (Assets Under Management) | $ 435,591,345 |
Red Flags
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