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Bradley Bishop

Advisor at Belmont Private Wealth

Updated today
Belmont Private Wealth logo

Firm

Belmont Private Wealth

Location

Wentzville, MO

Credentials

Series 63, Series 65, Series 66

Industry experience

20 years

About

Bradley Bishop is a financial advisor at Belmont Private Wealth with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, TSG Properties, and Matter Family Office. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset allocation approach using passive investment vehicles alongside manager and fund analysis to build diversified portfolios.

Client services

Based on Belmont Private Wealth

Financial planning Portfolio management

Expertise

Based on Belmont Private Wealth

Wealth management Passive / index investing Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%

Other

Fee-only: Fee-only firm. Financial planning included at no additional cost with wealth management services.

Location

Wentzville, MO

Most active in

Missouri · North Carolina

Work history

Belmont Private Wealth LLC

2024 - Present (2 years)

Namtaf Advisors, LLC

2021 - Present (5 years)

TSG Properties

2015 - 2023 (8 years)

Matter Family Office

2012 - 2022 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

Active portfolio management
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Matthew D

Series 66

St. Peters, MO

Durham Wealth Management, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.)

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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James D

CFP®, Series 63, Series 65

Lake St. Louis, MO

Wealth Ambassadors, LLC

General retirement planning
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Chad C

Series 63, Series 65

O'fallon, MO

Centorbi Financial Group, Inc.

Income planning Retirement income strategy General estate planning guidance
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