Bradley Wyman Key

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2015 → 08/2017
  Regions Bank
  Martinez, GA
• 07/2015 → 08/2017
  Cetera Investment Services Llc
  St. Cloud, MN
• 07/2015 → 08/2017
  Cetera Investment Advisers Llc
  Evans, GA
• 08/2017 → 11/2021
  Cuna Brokerage Services, Inc
  Waverly, IA
• 08/2017 → 11/2021
  Cuna Mutual Group
  Waverly, IA
• 11/2021 → Present
  Ameriprise Financial Services, Llc
  Evans, GA

Previous Registrations

• 2017-08-15 → 2021-12-01
  Cuna Brokerage Services, Inc.
  North Augusta, SC
  Evans, GA
• 2015-08-05 → 2017-08-01
  Cetera Investment Advisers Llc
  Martinez, GA
  Evans, GA
• 2011-06-21 → 2015-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA
  Evans, GA
  Augusta, GA
  Aiken, SC
  Augusta, GA
  Augusta, GA
  Evans, GA
  Charlotte, NC
  Augusta, GA
  Evans, GA
  Augusta, GA
  Evans, GA
  Charleston, SC
• 2011-02-18 → 2011-05-23
  Thrivent Investment Management Inc.
  Howey In The Hills, FL
  Evans, GA

Exams

• S66 Uniform Combined State Law Examination
  2011-02-14

Other Names

• Bradley Wyman Key
• Bradley W Key
• Bradley Key