Inactive

Jon Sumner Beadell

Beadell A D Investment Counsel Inc

Claim This Profile

Current Employers

Beadell A D Investment Counsel Inc

10224 N Port Washington Road, Mequon, WI 53092 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-27
WI	RA	APPROVED	2011-02-18

IL RA
APPROVED

Since 2025-03-27
WI RA
APPROVED

Since 2011-02-18

Branch Locations

10224 N Port Washington Road, Mequon, WI 53092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
A D Beadell Investment Counsel, Inc.	Mequon	WI	01/2011	Present

01/2011 → Present

A D Beadell Investment Counsel, Inc.

Mequon, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-02-17

S65 Uniform Investment Adviser Law Examination

2011-02-17

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED

LPL FINANCIAL LLC

CHARLES SCHWAB & CO., INC.

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

REINHART PARTNERS, LLC

MADISON INVESTMENT ADVISORS, LLC

Other Investors

WAYNE SPENCER FRANK

MELINDA AGNES WACKER

WILLIAM GERARD MORSE

JUDITH K SCHULTZ

MICHAEL ALAN KRAMER

DANIEL JAY AIKEN

ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI

LPL FINANCIAL LLC · MEQUON, WI

CHARLES SCHWAB & CO., INC. · Mequon, WI

OSAIC WEALTH, INC. · MEQUON, WI

AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI

REINHART PARTNERS, LLC · MEQUON, WI

MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

More in Mequon, WI

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor