Bradford C. Smith*

FINANCIAL ADVISOR

During his 26 years of experience in the financial services industry, he has come to realize that there are better, strategic ways to accumulate wealth. He believes traditional financial planning has failed many individuals unnecessarily. In addition to wealth planning, he covers tax strategy and insurance design for his clients. He is committed to providing the highest-caliber and most appropriate financial products and services.

PROFESSIONAL SERVICES

Wealth Accumulation
Tax-Favored Strategies**
Cash Flow Management

EDUCATION

DePauw University
FINRA Registrations: Series 7, 63 & 65

HOBBIES

Brad enjoys spending time with his family and friends outside of work. He is also involved with youth soccer.

FAMILY

Brad, his wife Wendy and their three children live in Deerfield Township.

Brad Fmaily pic

*Bradford C Smith offers products and services using the following business names: Fortegic – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Fortegic.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

** Tax and/or legal advice is not offered by Brad Smith. (Consult your tax professional for additional guidance regarding tax-related matters).