Brad  Allen

Brad has had many years working in the world of finance as a Banker, Accountant, Finance Manager, Controller, and Financial/Wealth Advisor. He has had many different experiences and responsibilities over the years which has given him an extensive understanding of the financial needs and solutions for individuals and businesses.

Brad’s philosophy of results oriented, hands-on financial planning is a tool that he uses to help his clients work towards their financial goals and dreams. This process is greatly assisted by the independence and the products & services offered by LPL Financial. Brad has combined his years of tax experience, investment strategy, insurance, and retirement planning to assist his clients develop a thorough financial strategy for their individual and business needs.

Brad’s experience in the world of finance includes years of international, corporate, small business, real estate, and the manager of a company’s $1B budget. This has given him a deep understanding of the needs and solutions for those he serves as a Wealth Advisor.

He has presented many workshop and seminars covering all facets of individual and business financial strategies. He also taught accounting, business, and finance classes at a community college in Georgia and at Davis Technical College in Utah. 

Brad graduated from Weber State University with an BA degree in Accounting and a minor in Computer Information Systems. He has a Series 7 and 66 registrations with the broker dealer, LPL Financial.

He is a long-time resident of Utah and has lived the past 24 years in Centerville. Brad believes that his greatest accomplishment in his life is his ten children and currently 22 grandchildren. His children have followed him in his love for learning and serving. To date, he has had six children graduate from universities, one child with a PhD, one with a Master’s Degree, one enrolled in law school, and one in medical school. Currently, he has two children attending local universities, one on a church mission, and one in high school.

He loves sports and has spent many hours coaching his children and serving on boards of local community sports organizations.