About Bradley Wimpee

Bradley Wimpee

Basic Info
  • Location:
  • 2435 North Central Expressway
    12th Floor
    Richardson, TX 75080

  • Years of Experience:
    5

Exams Passed
  • FINRA Series 65 - Uniform Investment Advisor Law Exam
  • FINRA Series 63 - Uniform Securities Agent State Law Exam
  • FINRA Series 7 - General Securities Representative Exam*
  • Texas Department of Insurance License for Life, Health, Disability, and Annuity
* License not currently active and not required for a state registered Investment Advisor Representative

About Bradley Wimpee
About
    Bradley has been in the financial business since March, 2013. He is currently licensed as a Investment Advisor Representative in the state of Texas for OnPointe Advisory and Financial Services, LLC, a Registered Investment Advisory firm based in Petaluma, CA.

    Bradley joined The DFS Group, LLC back in 2013 and departing at 2015 to become a Financial Advisor for Ameriprise Financial Services, Inc. in the Dallas/Fort Worth metroplex, then returning to The DFS Group, LLC in June, 2017. During his career, he has provided his clients with financial needs ranging from comprehensive financial planning to building financial portfolios for his clients. He currently serves as a fee based advisor that works with a wide arrange of investment portfolio managers, insurance carriers, and his internal team of investment professionals.
    Over the years, Bradley has helped many clients ranging from individuals to families to business. He has also worked with each of his clients' tax and legal professionals to ensure each client's best interest and needs are properly addressed. 
    Book your appointment now with Bradley Wimpee to find out how he can benefit your financial goals and dreams.

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