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Karli Rae Bradley

Investment Adviser Representative at RETIREMENT PLANNERS OF AMERICA

Peoria, AZCRD #5882146Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/8/2011
SIE
Securities Industry Essentials Examination
Passed 7/7/2016
Series 7
General Securities Representative Examination
Passed 2/11/2011
Series 24
General Securities Principal Examination
Passed 10/7/2013

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Retirement Planners OF America Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RETIREMENT PLANNERS OF AMERICACurrent
7/20/2016Peoria, AZ
USAA FINANCIAL PLANNING SERVICES
3/22/20117/7/2016Phoenix, AZ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Karli Rae Bradley 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.

Karli Rae Bradley - Financial Advisor in Peoria, AZ | AdvisorFinder