Here at Bradley Lux Investing, We have a team of 5 brokers with well over 100 years experience combined. Our 9,000 Sq. ft. Huntington office can accommodate you with any of your financial needs.
Michael Bradley has well over 20 years of experience and has seen the market rise and fall. As a Financial Advisor, he takes into consideration your specific financial needs and goals to provide you with a sound source of unbiased financial opinions.
Everyone’s economic and life situation is unique, and we keep that in mind when providing financial advice. We believe that personalized services are essential when matching clients with the right financial products and services.
As Financial Advisors, We are dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs. We understand our clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. A financial plan must reflect your personal or business situation, and so we will work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan. If you ever have questions about your plan or about specific financial products, contact us. I will set up a time to meet to review your needs and address any questions you may have.
After reviewing your portfolio, we will be able to suggest bonds, annuities, and securities, tailored to fit your individual needs.
Investment Advisor magazine, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2015 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballets. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the seven years listed.
Bradley Lux Investing has securities cleared through National Financial Services LLC (NFS) Fidelity Investments Company. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine;1 and was ranked 8th in the ‘2014 FP50 IBD Revenue Growth’ by Financial Planning magazine.2 Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2015, and is one of only 13 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register.3
Specialties: College Planning, Estate Planning, IRA Rollovers, Tax-Free Bonds, Annuities, Elder Care, Roth IRA’s, Stocks, Bonds, CD’s