Bradly James Bechtel

Current Employers

Employment History

• 03/1996 → Present
  Allen, Gibbs & Houlik, Llc (Formerly: Allen, Gibbs + Houlick Lc)
  Wichita, KS
• 03/2008 → Present
  Agh Wealth Advisors, Llc
  Wichita, KS
• 06/2008 → Present
  Lpl Financial Llc
  Wichita, KS

Previous Registrations

• 2001-02-07 → 2008-06-16
  Mml Investors Services, Llc
  Wichita, KS
  Wichita, KS
• 2001-02-01 → 2007-03-12
  Trusted Advisors, Llc
  Wichita, KS

Other Businesses

1. 09/09/2010: AGH WEALTH ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 301 N MAIN STREET SUITE 1700, WICHITA, KS 67202-4817 2. 04/01/2011: INSIGHT WEALTH STRATEGIES, LLC - INV REL - 301 N MAIN STREET SUITE 1700, WICHITA, KS 67202-4817 - NON-VARIABLE INSURANCE - AGENT: SALE OF INSURANCE PRODUCTS (LIFE, HEALTH, DISABILITY, LTC, FIXED ANNUITIES) 3. 12/11/2013: AGH EMPLOYER SOLUTIONS - Investment Related - Third Party Administrator (TPA) - 10% OF TIME SPENT - DBA FOR PAYROLL, HR AND RETIREMENT PLAN ACCOUNTING SERVICES. THESE ARE SERVICES THAT ARE PRESENTLY OFFERED AS PART OF ANOTHER APPROVED OBA ALLEN, GIBBS & HOULIK, LC. THERE WILL BE NO SECURITIES OR INSURANCE OFFERED OR SOLD UNDER THIS DBA. 4. 5/24/2017 - AGH Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 04/01/2008 - 130 Hours Per Month During Securities Trading - I provide investment advisory services through AGH Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 08/2009. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 4/20/2021 - Allen, Gibbs & Houlik, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - SVP of Retirement Plan Accounting & Compliance Services - Started 03/15/1996 - 30 Hours Per Month/25 Hours During Securities Trading. 6. 09/02/2021 - AGH Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 08/31/2021 - 100 Hours Per Month/100 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through AGH Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/01/2021. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 9/10/2021 - AGH Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/31/2021 - 100 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-13

Other Names

• Brad Bechtel
• Brad James Bechtel