Bradley Thomas

MIDWEST CAPITAL ADVISORS

Grand Rapids, MI 49546

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CRD#: 7146147

Professional summary

Bradley Thomas, who also goes by Bradley Jacob Thomas, Brad Thomas, is a registered financial advisor currently at MIDWEST CAPITAL ADVISORS, LLC located in Grand Rapids, Michigan.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bradley has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley Jacob Thomas | Brad Thomas

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 Thomas'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®

None

Experience

Current

August 26, 2025 - Present

MIDWEST CAPITAL ADVISORS, LLC

Office #1: 630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546

RIA

CRD#: 125389

Grand Rapids, MI

Past

April 18, 2023 - July 9, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Grand Rapids, MI

Past

April 18, 2023 - July 9, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

Grand Rapids, MI

Past

June 24, 2021 - April 3, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Grand Rapids, MI

Past

June 24, 2021 - April 3, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Grand Rapids, MI

Past

September 16, 2019 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Grandville, MI

Past

September 16, 2019 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

Grand Rapids, MI

Past

August 23, 2019 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

Grand Rapids, MI

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".

MIDWEST CAPITAL ADVISORS, LLC

MIDWEST CAPITAL ADVISORS, LLC | WGS CAPITAL MANAGEMENT, LLC

CRD#: 125389 / SEC#: 801-79681

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

Michigan

Registered Investment Advisory firm - (5/14/2014 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

Michigan
(8/26/2025)

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: 9/14/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/23/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/22/2019

Securities Industry Essentials Examination

Current Firm

MIDWEST CAPITAL ADVISORS, LLC

MIDWEST CAPITAL ADVISORS, LLC | WGS CAPITAL MANAGEMENT, LLC

CRD#: 125389 / SEC#: 801-79681

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

Michigan

Registered Investment Advisory firm - (5/14/2014 Terminated)

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Contact information

Main Address

630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546

Mailing Address

Phone number

(616) 454-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCA ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	867
AUM (Assets Under Management)	$ 1,125,860,722

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 Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

MIDWEST CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2019

Series 7TO

Date: 8/23/2019

SIE

Date: 7/22/2019

Current Firm

MIDWEST CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MIDWEST CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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