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Brady Thomas Kirkpatrick

Brady Thomas Kirkpatrick

CFP®
CRD# 6792346·Registered 2017 - 2025
Previously Registered: Being a previously registered professional could mean that Brady is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Brady Thomas Kirkpatrick, CFP® was a registered financial advisor. Brady was a previously registered financial professional and started their career in finance 2017 - 2025. Brady had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

9 years in the financial services industry

Current & Past Employments

KRILOGY·CRD# 149046
RIA
Omaha, NE
May 3, 2021 - January 2, 2025
WEALTHSHIELD PARTNERS, LLC·CRD# 169584
RIA
Omaha, NE
October 15, 2020 - June 30, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Omaha, NE
July 17, 2017 - November 9, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Omaha, NE
July 3, 2017 - November 9, 2020

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Current Firm

KR
KRILOGY

GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC

CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - SEC (1/12/2009 Approved)

Contact Information

Main Address

275 N. Lindbergh Ste. 20, St. Louis, MO 63141

Phone Number

(314) 884-2800

# of Employees

103

SEC notice filing (38 States and Territories)

Registered to provide investment advisory services in 38 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

11,114

AUM (Assets Under Management)

$5,195,636,468

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/11/2026Cover PageReport
11/13/2025Cover PageReport
02/27/2025Cover PageReport
10/12/2023Cover PageReport

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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)Name of Business : Greater Omaha Chamber of Commerce - President's Club; Address: Omaha, NE; Nature of the Business: Non Profit Organization; Position/Title: Independent Contractor; Not Investment Related; Start Date: 03/02/2020; Hours per month devoted to this business: 3; Hours per month devoted to this business during trading hours: 3; Description of duties: We sell Chamber of Omaha memberships to businesses in the Omaha area. Spend time educating new businesses about the benefits of being a Chamber member. 2)Name of Business : Brady Kirkpatrick; Address: Omaha, NE; Nature of the Business: Independent Insurance; Position/Title: Insurance Broker; Investment Related; Start Date: 07/2017; 10 Hours per month devoted to this business; 10 Hours per month devoted to this business during trading hours; Description of duties: Non-variable Insurance Sales

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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".
KR
KRILOGY

GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC

CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - SEC (1/12/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2017About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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Brady Thomas Kirkpatrick
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