Bradley J Palmersheim

Current Employers

Employment History

• 04/2015 → 06/2020
  Cetera Advisor Networks
  Minneapolis, MN
• 11/2017 → 06/2020
  Mill City Credit Union Dba Mill City Investment Services
  Minneapolis, MN
• 06/2020 → 01/2024
  Woodbury Financial Services Inc
  Woodbury, MN
• 01/2024 → 10/2024
  Osaic Wealth, Inc.
  Woodbury, MN
• 11/2024 → Present
  Creativeone Securities, Llc
  Overland Park, KS
• 11/2024 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2024-01-19 → 2024-11-05
  Osaic Wealth, Inc.
  Woodbury, MN
  Hudson, WI
• 2020-06-30 → 2024-01-19
  Woodbury Financial Services, Inc.
  Woodbury, MN
  Hudson, WI
• 2015-04-10 → 2020-07-02
  Cetera Wealth Services, Llc
  Bayport, MN
  Hudson, WI
  Hudson, WI
  Minnetonka, MN
  Golden Valley, MN
  Belvidere, IL
• 2008-04-29 → 2015-04-13
  Investment Centers Of America, Inc.
  Minneapolis, MN
  Hudson, WI

Other Businesses

1. Association of Financial Educators; investment related; 1600 Maxwell Dr, Suite 2, Hudson WI 54016, United States; Financial Education; Educator; 01/01/2023; 10 hrs/mo; 10 hrs/mo; Provide Financial Education to employees of business, government units and non-profits 2. Lifetime Wealth Advisors; Investment Related; 1600 Maxwell Dr Ste 2, Hudson WI 54016-1291, United States; Owner; 11/01/2023; 160 hrs/mo; 160 hrs/mo; DBA 3. CreativeOne Wealth, LLC; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; IAR; 10/2024; 100 hrs/mo; 80 hrs/mo; Advisory Services

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-08-21

Other Names

• Brad Palmersheim