Advisor at ELE Advisory Services, Inc
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.
Location
Evanston, WY
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Bradley Maples is a CFP® professional with 14 years of industry experience, currently serving as an Investment Advisor Representative at ELE Advisory Services, Inc. He has been associated with Ele Wealth Solutions, Inc and R And R Group since 2016. Outside of his advisory role, he works as a tennis instructor and serves as a substitute teacher in the Unita County School District. ELE Advisory Services is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, business owners, and charitable organizations with portfolio management, financial planning, and retirement planning seminars. The firm employs fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and offers both discretionary and non-discretionary management along with referrals to third-party money managers.
Based on ELE Advisory Services, Inc
Fixed financial planning fees starting at $250 (negotiable)
$0 - $100,000,000: Up to 3% annually (determined at engagement) $100,000,001+: Up to 2% annually (determined at engagement)
Representatives may accept commissions from sale of securities and investment products; commissions are not primary income source
Hourly financial planning fees between $150 and $250 per hour (negotiable)
Minimum fee: One-time implementation fee of $365 to open an account (negotiable) Fee-only: Financial planning fees: fixed fees starting at $250 (negotiable), hourly fees between $150 and $250 per hour (negotiable)
Evanston, WY
Arizona · California · Utah · Wyoming
Ele Wealth Solutions, Inc
2016 - Present (10 years)
R And R Group
2016 - Present (10 years)
The Leaders Group Inc
2016 - 2016 (1 year)
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Evanston, WY
Empirikal Partners LLC
Alexander Corriere is a financial advisor with Empirikal Partners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation, alongside operating as a sole proprietor offering fixed life insurance and annuities. Corriere also serves as a Major Reservist in the U.S. Army. Empirikal Partners LLC is a mid-sized advisory firm that manages approximately $88 million for about 170 clients through a team of nine advisors. The firm provides discretionary portfolio management, financial planning, and retirement plan services for individuals, trusts, estates, and business entities, using a client-specific investment approach based on fundamental analysis and long-term holdings.
Series 66
Evanston, WY
OSAIC
William Barker is a Series 66-licensed financial advisor with Osaic Wealth, Inc., based in Evanston, Wyoming. He has four years of industry experience, including roles at Royal Alliance, Mountain West Business Solutions, Vivint Smart Home, and Brigham Young University. Barker collaborates with other advisors on retirement plan solutions and insurance services, and he is involved in managing his own advisory and insurance business through a personal holding company. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and nonprofits. The firm employs a structured investment approach combining risk tolerance assessments, asset allocation tools, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.
Series 63, Series 65, Series 66
Evanston, WY
Ameriprise
Summer Pendleton is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory role, she supports financial advisors through her consulting firm, LFP Consulting, LLC. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
CFP®, Series 66
Evanston, WY
Edward Jones
Series 66
Evanston, WY
Edward Jones
Series 66
Evanston, WY
Edward Jones
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