Brad Rist Email & Phone Number
Financial Advisor @ Strategic Wealth Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Brad Rist Location
- Chicago, IL, US
Brad Rist Work
- 2023 -now Financial Advisor @
- 2020 -2022 Senior Vice President, Financial Advisor @
- 2018 -2020 Managing Director, Senior Investment Advisor, LPL Financial @
- 2015 -2018 Regional Sales Director - Illinois @
- 2013 -2015 Vice President - Pacific Northwest Regional Manager @ Keeley funds
- 2011 -2013 Investment Consultant - Pacific Northwest Regional Manager, SIP America LLC @ SIP Nordic
- 2011 -2011 Consultant, Midwest and South-Central @
- 2007 -2010 Regional Vice President - Northern California, Nevada, Utah @
- 2005 -2007 Regional Sales Representative @
- 2004 -2005 Team Leader and Financial Advisor @
- 2002 -2004 Investment Associate @
Brad Rist Education
- University of Iowa
BA (Communications, Sociology (minor))
1999-2002
Brad Rist Skills
- Series 7
- 401k
- ETFs
- Series 65
- Portfolio Management
- Mutual Funds
- Series 63
- Separately Managed Accounts
- Uniform Combined State Law
- Retirement Planning
- Asset Management
- Finance
- Structured Products
- Financial Advisory
- Microsoft CRM
- Salesforce.com
- Wealth Management
- Alternative Investments
- Public Speaking
- Investments
- Microsoft Office
- Territory Development
- Separately Managed
- Customer Service
- Project Management
Brad Rist Summary
- Brad Rist, based in Chicago, IL, US, is currently a Financial Advisor at Strategic Wealth Group. Brad Rist brings experience from previous roles at Mesirow Financial, CIBC, Lincoln Financial Group and Keeley funds. Brad Rist holds a 1999 - 2002 BA in Communications, Sociology (minor) @ University of Iowa. With a robust skill set that includes Series 7, 401k, ETFs, Series 65, Portfolio Management and more. Brad Rist has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Brad Rist?
Find contact details for 700 million professionals.
Top Strategic Wealth Group Employees
Ryan Hagan
Partner and Vice President
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co