Bradley Dean Ewerth

Employer firm

P23 Financial, Inc CRD 291112

15 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

P23 Financial, Inc

237 South 70Th, Suite 219, Lincoln, NE 68510 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APP_PEND_IARCE	2026-01-01

NE RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

237 South 70Th, Suite 219, Lincoln, NE 68510 • 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
P23 Financial, Inc.	Lincoln	NE	11/2017	Present
Brad Ewerth, Sole Proprietor	Lincoln	NE	11/2017	Present
Be Ventures I, Inc	Lincoln	NE	09/2010	01/2019
Ewerth & Associates, Cpa	Lincoln	NE	09/1997	Present
Esquire Plaza, Inc.	Lincoln	NE	04/1994	Present
Mainstreet Theaters Inc.	Omaha	NE	06/1988	04/2023
First American National Investment Advisors	Lincoln	NE	01/2017	01/2018
Earc23 Llc	Lincoln	NE	11/2023	Present
Earc24 Llc	Lincoln	NE	11/2024	Present
Nebraska Slim Clinic	Lincoln	NE	01/2025	Present

11/2017 → Present

P23 Financial, Inc.

Lincoln, NE
11/2017 → Present

Brad Ewerth, Sole Proprietor

Lincoln, NE
09/2010 → 01/2019

Be Ventures I, Inc

Lincoln, NE
09/1997 → Present

Ewerth & Associates, Cpa

Lincoln, NE
04/1994 → Present

Esquire Plaza, Inc.

Lincoln, NE
06/1988 → 04/2023

Mainstreet Theaters Inc.

Omaha, NE
01/2017 → 01/2018

First American National Investment Advisors

Lincoln, NE
11/2023 → Present

Earc23 Llc

Lincoln, NE
11/2024 → Present

Earc24 Llc

Lincoln, NE
01/2025 → Present

Nebraska Slim Clinic

Lincoln, NE

Previous Registrations

2017-01-05 → 2018-01-18

First Advisors National, Llc

Lincoln, NE
2014-11-12 → 2015-12-09

On Investment Management Co

Lincoln, NE
2001-07-30 → 2011-04-18

Equitable Advisors, Llc

New York, NY

Lincoln, NE

Lincoln, NE

Other Businesses

1) ESQUIRE PLAZA INC; INVESTMENT RELATED; 237 SO. 70TH SUITE 219 LINCOLN NE 68510; COMMERCIAL REAL ESTATE; SHAREHOLDER/MANAGER; 04/1994; 8 HOURS PER MONTH (8 HOURS DURING SECURITY TRADING HOURS); MANAGEMENT OF COMMERCIAL REAL ESTATE. 2) EWERTH & ASSOCIATES CPA; NOT INVESTMENT RELATED; 237 SO. 70TH SUITE 219 LINCOLN NE 68520; CERTIFIED PUBLIC ACCOUNTING BUSINESS; PRESIDENT; 10/01/1997; 180 HOURS/MONTH ( 180 HOURS DURING SECURITIES TRADING HOURS0; TAX CONSULTING, ACCOUNTING, TAX PLANNING AND COLLEGE PLANNING. 3) Brad Ewerth, Sole Proprietor; Investment Related; Lincoln, NE; Insurance Agent; Fixed Insurance Sales; Started 11/2017. 4) EARC23 LLC; INV REL; LINCOLN, NE; REAL ESTATE; PARTIAL OWNER/MANAGER; 11/2023; LESS THAN 1% OF TIME SPENT IN THIS PRACTICE. 5) EARC24; Not investment Related; Lincoln, NE; Tax Easement; Member; 11/2024; less than 1% of time spent in this practice. 6) Nebraska Slim Clinic; Not Investment Related; Lincoln, NE; Weight Loss and Body Sculpting; President; less than 1% of time spent on this practice.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-10-10
S66	Uniform Combined State Law Examination	2000-06-08

S65 Uniform Investment Adviser Law Examination

2014-10-10
S66 Uniform Combined State Law Examination

2000-06-08

Designations

Certified Financial Planner

Other Names

Bradley D Ewerth

View on SEC IAPD