Broker Check
Brad Rist


Bradley earned a bachelor’s degree in Communications from the University of Iowa, where he was also a member of the Triathlon Team. Bradley began his career with Deutsche Bank, where he became a trainer, developing an internal public speaking group. He became the youngest Regional Vice President in the US Americas wholesale division in 2007. Bradley worked with established financial advisors, retail clients, and institutions helping to create tailored portfolios. While in Silicon Valley and the Pacific Northwest Bradley joined an American start-up brokering new business contracts and structuring individualized investment products for high-net-worth individuals. From 2018 to 2022, Bradley served as an advisor to manufacturing, consulting, food services, technology, engineering, construction, health care, education, sports teams, small business, and pharmaceutical companies 401(k), 403(b), and defined-benefit plans. In 2019, Financial Times named Bradley as one of the United States’ Top 100 Retirement Planning professionals. Bradley holds an Accredited Investment Fiduciary designation.

When Bradley is not enjoying life with his wife or coaching his daughter or son’s baseball or softball teams, he volunteers for a variety of community organizations, including his kids’ school PTO and the Oak Park Youth Baseball and Softball organization, where he serves as a board member. Bradley also supports local charities aimed at providing better opportunities for underserved parents and kids on the west side of Chicago. In 2023, Bradley and a friend launched a mindfulness program for elementary schools that helps teachers use mindfulness techniques in their classrooms to create a better learning atmosphere for students.