Bradley Michael Simonsen

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 07/2022
  Insight Wealth Solutions
  Houghton, MI
• 08/2020 → 04/2025
  Michigan Technological University
  Houghton, MI
• 11/2024 → Present
  Insight Wealth Solutions
  Houghton, MI
• 07/2025 → Present
  Lpl Financial Llc
  Houghton, MI

Other Businesses

1. 07/2025 - insight Wealth Solutions. LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hours/Month - 40 Hours During Trading - At Reported Business Location(s) - OBA Start Date: 07/29/2025

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10

Other Names

• Bradley Michael Sirard
• Bradley Simonsen