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Brad Elliot Kiplinger

Investment Adviser Representative at KIPLINGER WEALTH ADVISORS

Strongsville, OHCRD #2348381Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
5 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
FloridaKentuckyOhioPennsylvaniaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/1/1993
Series 72
Government Securities Representative Examination
Passed 1/2/2023
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/18/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/2/1993
Series 24
General Securities Principal Examination
Passed 4/8/2005
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/9/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Kiplinger Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KIPLINGER WEALTH ADVISORSCurrent
1/1/2000 – Strongsville, OH
SECURITIES AMERICA, INC.
7/9/2014 – 12/31/2021Springboro, OH
LPL FINANCIAL LLC
6/16/2011 – 7/16/2014Springboro, OH
SECURITIES AMERICA, INC.
3/26/1996 – 7/15/2011Springboro, OH
NEW ENGLAND SECURITIES
5/9/1994 – 4/1/1996New York, NY
MML INVESTORS SERVICES, INC.
7/8/1993 – 5/10/1994Springfield, MA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at KIPLINGER WEALTH ADVISORS

4 other advisors in the directory

Douglas J Koogler
Investment Adviser Representative
Dual-registered
Thomas Michael Phillips
Investment Adviser Representative
Dual-registered
Paul Jacob Purcell
Investment Adviser Representative
Dual-registered
Michael Purcell
Investment Adviser Representative
Investment Adviser Rep
View KIPLINGER WEALTH ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brad Elliot Kiplinger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.