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Brad Kersten has been serving the needs of clients seeking to build and manage income as they prepare for retirement for more than 20 years. Brad works alongside his father, Dennis, and brother, Kevin, to develop comprehensive and personalized investment strategies designed to pursue financial independence in and throughout retirement.

He holds his Series 6, 7, 24 and 63 securities registrations with LPL Financial, and has his life insurance and annuity licenses. Brad received his Bachelor of Science in Human Ecology with a degree in Family Financial Management from The Ohio State University.

He is a co-host of Money Sense, a weekly radio show that airs every Saturday from 7:00-8:00 AM on News Talk 1370, WSPD. The show helps listeners make sense of today’s complex financial markets and economic environment.

Brad is married with three children and is a member of First United Methodist Church in Perrysburg.

Areas of Specialization

• Investment Management
• Retirement Planning
• IRA distribution Planning
• Intergenerational Wealth Transfer
• Insurance Analysis
• Company Stock Option Analysis