Brady Kirkpatrick, CFP®

Wealth Advisor at Krilogy
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Contact Information
us****@****om
(386) 825-5501
Location
Omaha, Nebraska, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Apr 2021 - Present

      Omaha, Nebraska, United States From your investments, taxes and estate planning to daily cash flow, we help you uncover your blind spots. What haven’t you thought of, and what questions haven’t been asked? Krilogy has developed a comprehensive, organized process to help you arrive at the answers and build an impactful wealth management plan that encompasses your entire financial picture. With this process in place, you’re ready.

    • United States
    • Sporting Goods
    • Brady's Blogs
      • Apr 2020 - Present

    • Founder
      • Apr 2020 - Present

      Search, save, and stay informed. Find the best deals, read in-depth reviews, and get alerts for price drops and restocks. GunMade.com is your ultimate gun-buying companion, on a mission to be the largest gun deals search engine online.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • CERTIFIED FINANCIAL PLANNER™
      • Jun 2017 - Apr 2021

      Greater Omaha Area Advisory services offered through WealthShield Partners, LLC, a registered investment advisor doing business as CenterPoint Financial Group and ORG Partners. Registration does not imply a certain level of skill or training. More information about WealthShield Partners can be found in Form ADV Part 2 which is available upon request.

    • Sales Intern
      • Jan 2017 - May 2017

      Omaha, NE -Meet with clients in St. Louis and Kansas City to improve customer relations and sales. -Schedule meetings with clients, presenting products to new clients, improving customer relations, and following up with sales and future relations. -Responsible for developing a competitive analysis which is currently used to train brokers -Completed various projects such as researching and implementing additional information to sales presentations

Education

  • University of Missouri-Columbia
    Bachelor’s Degree, Mathematics
    2013 - 2017
  • University of Missouri-Columbia
    Minor, Business
    2013 - 2017
  • University of Missouri-Columbia
    Minor, Sales and Customer Development
    2013 - 2017

Community

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