Bradley John Wessel

Current Employers

Employment History

• 11/2003 → Present
  New York Life Insurance Company
  Sheboygan, WI
• 11/2003 → Present
  Nylife Securities Inc
  Sheboygan, WI
• 01/2008 → 05/2018
  Huhn, Wessel And Company
  Sheboygan, WI
• 09/2015 → Present
  Financial Wellness Partners, Llc
  Sheboygan, WI
• 05/2018 → Present
  Voyage Wealth Strategies
  Sheboygan, WI
• 07/2004 → Present
  Eagle Strategies Llc
  Sheboygan, WI

Other Businesses

[ADVISORY BOARD MEMBER FOR GEORGE WARRINER SCHOOLS OF SHEBOYGAN, WI. I WILL BE THE MIDDLE SCHOOL PARENT REPRESENTATIVE ON THE ADVISORY BOARD. MY RESPONSIBILITIES ARE TO FACILITATE POLICIES AND PROCEDURES TO HELP THE SCHOOL ACHIEVE ITS CHARTER, TO HELP WITH GRANT APPLICATIONS, TO HELP CREATE MARKETING MATERIALS AND PLAN FOR THE SCHOOL. 5 HRS/MONTH, NOT INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME OF FINANCIAL WELLNESS PARTNERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SHEBOYGAN, WI; START DATE: 09/2015] [AMRAD LLC; My wife and I will use this LLC, to acquire a commercial condo that we will then lease to my DBA to house my office; 813 Riverfront Dr. Sheboygan, WI 53081; Start Date 01/2018; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VOYAGE WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SHEBOYGAN, WI; START DATE: 05.2018] [LJM Riverfront Condominium; I am acquiring a commercial condominium through my previously approved AMRAD LLC. I will become a member of the Condominium Association when we close as well as treasurer; 813 / 815 Riverfront Dr. Sheboygan WI 53081; Start Date 04/2018; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Sheboygan County Veteran's Memorial; Organization that built and maintains the Sheboygan County Veteran's Memorial park structure and organizes events to honor veterans.; 3027 Wilgus Avenue, Sheboygan, WI 53081; Start Date 10/2021; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Attend monthly board meetings. Consult the voting members as to event planning]

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-12
• S63 Uniform Securities Agent State Law Examination
  2000-01-21