Bradford Daniel Creger

Current Employers

Employment History

• 06/2000 → Present
  Total Financial Resource Advisory, Inc.
  Glendale, CA
• 06/2000 → Present
  Total Financial Resource Group, Inc
  Glendale, CA
• 06/2000 → Present
  Total Financial Resource Insurance Associates, Inc.
  Pasadena, CA
• 08/2016 → 11/2019
  Lpl Financial, Llc
  Glendale, CA
• 11/2019 → Present
  Centaurus Financial, Inc.
  Anaheim, CA

Previous Registrations

• 2016-09-01 → 2019-12-06
  Lpl Financial Llc
  Pasadena, CA
  San Diego, CA
  Glendale, CA
  Newport Beach, CA
• 2012-07-02 → 2016-09-22
  First Allied Advisory Services, Inc.
  Pasadena, CA
  Chesterfield, MO
  Pasadena, CA
• 2009-06-04 → 2012-07-02
  First Allied Securities, Inc.
  La Canada, CA
  Pasadena, CA
  Pasadena, CA
  San Diego, CA
  Costa Mesa, CA
• 2001-10-02 → 2007-12-11
  Associated Planners Investment Advisory Inc
  Pasadena, CA

Other Businesses

1. Total Financial Resources Insurance Associates, Inc (TFRIA), Insurance Agency, non-investment related, 700 N. Central Ave., Suite #235 Glendale, CA 91203, fixed insurance sales and policy servicing, President/CEO, devote 20 hrs/month, 2 hrs during trading hours. 2. BFF Tax Pros, Inc. non-investment related, same address as above, CA 91203, tax planning and tax preparation services, Co-Owner, since- 06/17/2019, supervision of the EAs and CPAs to perform tax preparation services. 3. Benefits Functional Fiduciaries, Inc., non-investment related, same address as above, 3(16) Fiduciary Administrator, provides day to day fiduciary administration to retirement plans, Director of Participant Education, since 12/1/2019, devote 10 hrs, I create generic financial education materials, (i.e. not specific to any insurance or investment product) to be used for retirement plan participant education through the 3(16) Fiduciary Administrator, the participant education provided through the 3(16) is provided on a non-fiduciary basis to plan participants. 4. BFF Financial, Inc., Non-Investment related, Same address as above, DBA for marketing purposes, President, since 6/1/2001. 5. BFF Wealth Management, Inc., Investment related, same address as above, CA registered investment adviser for fee-based financial and estate planning services only, no asset management provided, President, since 6/1/2001, devote 10 hrs, fee based financial and estate planning services including annuity report (www.annuityreport.com) reviews. 6. BFF Insurance Services, Inc., Non-Investment related, same address as above, group insurance and P&C insurance sales, President, since 11/4/2020, devote 20 hrs, I sell insurance and assist other producers in the selling of group insurance through this entity. 7. Author/Editor, investment related, same address as above, author contributing comments and/or quotes to other writers in a variety of financial topics, past co-author contributing to 2 compilation books and currently working on two (2) books that are financial services related, editor, author/editor, since 12/20/2020, devote 10 hrs. 8. BFF PLAN SERVICES, INC., President/CEO, 3(16) fiduciary administrator for qualified retirement plans as well as providing management services for group permanent life programs including providing annual tax notices to plan participants. Non-Investment related, devote 10 hours, since 09/22/2022, same address as above, Marketing and executive management of the business. 9. BFF FINANCIAL GROUP, INC., President, BFF Financial Group, Inc would be the "sponsoring entity" which hosts the online financial education events and would receive payments if there is a charge for materials or access to content or other information. Investment related, devote 10 hours, since 02/28/2022, same address as above, Develop and create financial education content as well as develop and market the online financial educational events. 10. NEW FIRST FINANCIAL RESOURCES, LLC, Producer Member, NFFR is a producer group which I am a member of. Membership is annual fees and provides members with educational conferences and other resources. Investment related, devote 2 hours, since 12/01/2022. Same address as above, sales of Variable Universal Life Insurance which is used by companies to fund their deferred compensation plans. 11. BRADFORD DANIEL, Comedian, I am performing standup comedy at night. Non-Investment related, since 01/01/2024, same address as above, performing standup comedy at night. 12. BFF FINANCIAL GROUP, INC., President, operate this entity as a marketing name and use BFF Financial only for my "Centaurus" business. I used to use BFF Financial as this "operating" company - this will be moved to BFF Financial Group, Inc., Non-Investment related, since 08/23/2022, same address as above, Day-to-day operation of a holding company - to be used for marketing purposes - thereby allowing us to switch and use BFF Financial, Inc only for the Centaurus business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-22

Other Names

• Brad Creger
• B. Creger
• Brad D Bradford
• Bradford Daniel