Bradley N. Nauman

Financial Advisor

Brad is one of our Financial Advisors, focused on helping you achieve your goals while serving as a comprehensive financial educator. Known for his approachable and friendly nature, Brad enjoys the challenge of taking your retirement planning to the next level. With an optimistic attitude and an analytical approach, he’s committed to finding solutions to improve any financial situation. When working with Brad, you’ll receive personalized, holistic advice that addresses every aspect of your financial life—while enjoying the process along the way.

Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Bradley N. Nauman

Financial Advisor

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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