Brad Bardy

Background

About Brad Bardy

As your financial advisor, I will partner with you to help define and realize your financial goals. Working together, I will seek to help you to build, preserve and transfer your wealth in a long-term, one-on-one relationship. I will work to guide you through life’s complexities and help you plan accordingly. The following are areas where my background as a U.S. Bancorp Investments wealth management advisor may benefit you or your family: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee matters, and distribution of wealth and charitable inclinations at death. Please direct all business communications to me at brad.bardy@usbank.com Investment and insurance products and services including annuities are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc, member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.