Advisor at United Advisors America
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Advisors America
Location
Prosper, TX 75078
Credentials
Series 63, Series 65
Industry experience
34 years
Brad Miksek is a financial advisor with United Advisors America holding Series 63 and Series 65 licenses and 34 years of industry experience. His work history includes roles at Sheaff Brock Investment Advisors, Arbor Court Capital, and DMI Holdings, among others. Miksek is currently based in Prosper, TX. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory approach with customized asset allocations and primarily implements strategies using mutual funds and ETFs.
Based on United Advisors America
Based on United Advisors America
$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually null - null: Fixed Income Portfolio Management: 0.5% annually
Insurance product sales result in commissions to representatives from insurance carriers.
Account minimum: $50,000
290 S Preston Road, Suite 220
Prosper, TX 75078
Kansas · Michigan · Minnesota · Oklahoma · Pennsylvania · Texas · Wisconsin
United Advisors America
2025 - Present (1 year)
Federal Express
2023 - 2025 (2 years)
United Advisors America
2022 - 2023 (1 year)
DMI Holdings
2020 - 2022 (2 years)
Nobles & Richards, Inc.
2020 - 2022 (2 years)
UNEMPLOYED
2020 - 2020 (1 year)
Arbor Court Capital
2019 - 2020 (1 year)
Innovative Portfolios, LLC
2018 - 2020 (2 years)
Sheaff Brock Investment Advisors, LLC
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Frisco, TX
Avenue Retirement Services
Series 65
Frisco, TX
Deerwood Capital, LLC
Series 63, Series 66
Lucas, TX
Abbington Wells LLC.
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