Our Qualifications

B r a d l e y  E.  C o n n o r s

Certified Wealth Strategist®

“My commitment is to provide a superior level of customer service by listening and addressing the specific needs, concerns and goals of each client.”

Investment Philosophy

Ø      Establish long-term relationships with investors by identifying and establishing goals and objectives.

Ø      Present long-term financial plans customized to reach investors' goals and objectives by examining risks versus potential return.

Ø      Preserve capital, build wealth and minimize taxes through diversification and periodic review.

Professional Experience

 Over 14 years experience advising individuals, corporations, and institutional investors.

Investment Centers of America, Waseca MN (1998 – Present)

My office is located in First National Bank, 101 North State, Waseca, offering clients financial planning and advice on money management.

CNS Corporation (1994 – 1998)

Investment professional with focus on life insurance and mutual funds.

Accomplishments

Chosen “2006 Top Ten Young Minnesotans”

Chosen “2007 Top 50 Bank Advisors in the Nation”

Received “Certified Wealth Strategist®” designation in 2008

Consistently in top 5% of Investment Centers of America representatives

Corporate Profile

Investment Centers of America Inc., member FINRA/SIPC, is a full service brokerage firm offering a wide range of quality non-deposit investment opportunities since 1985. ICA has grown to serving clients in over 250 offices located in community banks and independent offices nationwide.

Personal Profile

Trudi, my wife, and I both work and live in Waseca with our children Kendra and Corbin. I am a member of the Waseca Chamber of Commerce, the Waseca Rotary Club, and am an active member of Grace Lutheran Church. In my spare time, I enjoy golfing, hunting, fishing and traveling with my family.