Brad Binkley is a seasoned financial professional with over 25 years of experience in the financial field. He prides himself on providing one-on-one specialized attention to clients, taking a comprehensive approach to understanding their unique financial journeys.
Brad considers the client's full financial picture rather than only their investments. His diverse background includes 17 years in insurance for wealth protection and 15 years in banking, equipping him with the expertise necessary for effective debt management.
Brad has owned and operated his own small business insurance and investment firm for over 17 years, earning recognition such as the Jefferson City Magazine's 40 Under 40 Award for business and community contributions. He serves as a past president of several community organizations, including the Jefferson City Cosmopolitan Club and the Special Learning Center Foundation. He graduated with honors in 1991 from Lincoln University with a Bachelor of Science in Accounting and is committed to lifelong learning and maintaining his professional designations.
Beyond his professional life, Brad is a dedicated community member, serving for over 20 years on the boards of the Special Learning Center and its foundation, as well as being a member of the Jefferson City Cosmopolitan Club. He is a proud father of three successful children and a grandfather of three. In his leisure time, he enjoys golfing and boating at the Lake of the Ozarks.
Wallstreet Group Advisors
1530 Rax Court
Jefferson City, Missouri 65109
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.
**Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Wallstreet Advisors and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).