Brady Thomas Reynolds

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2023 → 06/2024
  Investment Planners, Inc.
  Bowling Green, KY
• 10/2019 → 01/2023
  Bluegrass Sportsplex
  Elizabethtown, KY
• 05/2018 → 09/2020
  E'tOwn Country Club
  Elizabethtown, KY
• 12/2018 → 03/2019
  Sky's The Limit
  Elizabethtown, KY
• 08/2020 → 05/2023
  Western Kentucky University
  Bowling Green, KY
• 08/2013 → 05/2020
  Hardin Public School District
  Elizabethtown, KY
• 06/2024 → 12/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2024 → 12/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2024 → Present
  Cerity Partners Llc
  New York, NY
• 08/2022 → 12/2023
  Indian Hills Country Club
  Bowling Green, KY

Previous Registrations

• 2024-06-18 → 2024-12-11
  Cambridge Investment Research Advisors, Inc.
  Bowling Green, KY
• 2024-05-14 → 2024-07-01
  Ipi Wealth Management, Inc.
  Decatur, IL
  Bowling Green, KY

Exams

• S66 Uniform Combined State Law Examination
  2024-05-10