Advisor at BIY Financial, LLC
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
BIY Financial, LLC
Location
Jefferson City, MO
Credentials
Series 63, Series 65
Industry experience
27 years
Bradley Binkley is a financial advisor at Biy Financial, LLC in Jefferson City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Creativeone Securities, Acrisure, and Priority First Insurance & Investments. Outside of his advisory role, he owns a Roof Maxx dealership through Mend to Extend LLC. Biy Financial is an independent, single-advisor firm providing discretionary asset management, financial consulting, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, business owners, and plan sponsors. The firm tailors its services to client goals and risk tolerance, employing fundamental and technical analysis alongside modern portfolio theory.
Based on BIY Financial, LLC
Based on BIY Financial, LLC
Financial wellness program: negotiable annual fee of $900, billed monthly or quarterly.
All assets+: 1.00% annually
Separate compensation received by insurance agent for insurance product sales.
$250 per hour for financial consulting, fees negotiable.
Jefferson City, MO
Missouri
BIY Financial, LLC
2025 - Present (1 year)
CreativeOne Securities, LLC
2025 - 2025 (1 year)
Acrisure
2022 - Present (4 years)
CreativeOne Securities, LLC
2013 - 2025 (12 years)
Priority First Insurance & Investments
2007 - 2021 (14 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.
CFP®, Series 63
Jefferson City, MO
Erickson Financial Solutions, LLC
CFP®
Jefferson City, MO
MVK Financial Planning, LLC
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Series 63, Series 65
Jefferson City, MO
Retirement Plan Advisors, LLC
Series 66
Jefferson City, MO
Retirement Plan Advisors, LLC
Series 63, Series 65
Jefferson City, MO
GreenLeaf Financial Network, LLC
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