Bradley Ross Thompson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2016 → 04/2026
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 11/2017 → 04/2026
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 04/2026 → Present
  Osaic Wealth, Inc
  Windsor, CO

Previous Registrations

• 2016-05-31 → 2026-04-23
  Kovack Advisors, Inc.
  Fort Collins, CO
  Ft. Lauderdale, FL
  Windsor, CO
• 2009-12-16 → 2016-06-14
  Lpl Financial Llc
  Ft Collins, CO
  Golden, CO
  Ft Collins, CO
• 2002-07-31 → 2009-12-16
  Cetera Investment Services Llc
  Fort Collins, CO
  Fort Collins, CO
  Loveland, CO
  Loveland, CO
• 2001-04-06 → 2002-09-04
  Wells Fargo Investments, Llc
  Fort Collins, CO

Other Businesses

1. THOMPSON WEALTH MANAGEMENT POSITION: president/financial advisor NATURE: I'm licensed to sell insurance although don't know the last policy i wrote or was paid on INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2009 ADDRESS: 8010 s. county road 5, Suite 105, Windsor CO 80528, United States DESCRIPTION: answer questions about insurance occasionally 2. TWM PROPERTIES POSITION: owner NATURE: I own the suite my office is in INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2028 ADDRESS: 3720 Copper Spring Drive, Fort Collins CO 80528, United States DESCRIPTION: pay HOA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-22
• S63 Uniform Securities Agent State Law Examination
  1999-06-30