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Bradley Hanus

Advisor at Cache Advisors LLC

Updated today
Cache Advisors LLC logo

Firm

Cache Advisors LLC

Location

Urbandale, IA

Credentials

Series 66

Industry experience

17 years

About

Bradley Hanus is a financial advisor at Cache Advisors LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Principal Asset Management and Principal Life Insurance Company. Cache Advisors LLC provides discretionary investment management exclusively to privately offered pooled investment vehicles, primarily exchange funds for long-term investors with concentrated stock positions. The firm employs a tax-sensitive, diversified equity approach using passive index weighting, quantitative techniques, fundamental research, and AI tools to support portfolio construction and risk management.

Client services

Based on Cache Advisors LLC

Portfolio management Selection of other advisers

Expertise

Based on Cache Advisors LLC

Concentrated stock management Passive / index investing Tax-loss harvesting Real estate investing Options & derivatives strategies

Fee options

Percentage

0.40% to 0.95% annually, varies by investor based on subscription amount, securities committed, commitment timeframe and other factors

Other

Account minimum: Specified in Governing Fund Documents; varies by Fund and investor, subject to discretionary waiver by Cache; exact minimum amount not stated in brochure

Location

Urbandale, IA

Most active in

Iowa

Work history

Cache Advisors LLC

2024 - Present (2 years)

Cache Securities LLC

2024 - Present (2 years)

Principal Asset Management

2022 - 2024 (2 years)

Principal Funds Distributor

2022 - 2024 (2 years)

Princor Financial Services

2015 - 2022 (7 years)

Principal Life Insurance Co

2015 - 2022 (7 years)

Disclosures

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

Business activities & affiliations

Ben G

CFP®

Johnston, IA

Simplified Planning and Investments

Hello, I am Ben. I started Simplified Planning and Investments out of a deep desire to make a real difference in people’s lives. For nearly a decade, I have had the privilege of guiding individuals and families through some of their most important financial decisions. Over time, I realized my greatest fulfillment comes from building meaningful relationships, truly understanding people’s stories, and helping them find peace of mind in areas that often cause stress and uncertainty. This led me to create a firm centered on people first - where financial planning is about more than money; it’s about impact, purpose, and simplicity. At Simplified Planning, everything begins with a passion for people. This firm was built on the belief that the foundation of finacial planning is built on relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease. Every story is unique, and so is every financial plan. Exceptional financial planning starts with listening and understanding. That’s why we take a holistic, relationship-driven approach - thoughtfully blending overarching strategies with the important details that matter most to you. Because we work on a fee-only basis, our only focus is providing sound advice that puts your best interests first. By viewing your financial life as an integrated system - cash flow, investments, taxes, insurance, retirement, and estate considerations - we ensure each piece works together seamlessly, so your money serves your goals and values. Our aim is to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision. Outside of work, my life is centered around my family. We love traveling and discovering new places together. I stay connected to my community through commitments to my church, volunteering, and teaching personal finance. I’m also a high school football official, a passionate sports fan, and yes - one of those lawn guys. I look forward to connecting, understanding your story, and helping you create a financial life that reflects both your goals and your values - bringing clarity, confidence, and meaning every step of the way.

General retirement planning Income planning Gen Y/Millennials (Born 1980-1995)
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Stoy H

CFP®, Series 63, Series 65

Ankeny, IA

Black Mammoth LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business Financial Management General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired Executive Married/Couples/Partners
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Alexandre D

CFA®

Clive, IA

Woodlands Capital Management, LLC

Active portfolio management
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Joseph H

CFP®, Series 65

West Des Moines, IA

Hart Wealth Management

Tax-loss harvesting Retirement withdrawal strategies Wealth management Multi-generational wealth transfer
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Christina L

Series 63, Series 65

West Des Moines, IA

Kingdom Wealth Development, LLC

General tax planning General estate planning guidance
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Michael B

CFP®, Series 66

West Des Moines, IA

Omni Wealth Management

Annuities Real estate investing
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