CoverProfile

Brad Gill

Partner / Private Wealth Advisor, CFP®

SkyOak Wealth

United States, Michigan, Grand Rapids

About Me

Brad graduated from Grand Valley State University where he earned his Bachelor of Business Degree in 2014. Prior to entering the world of wealth management, Brad began his career with Meijer Inc’s corporate team in Grand Rapids, Michigan. During his time at Meijer, Brad held several roles, primarily within the product flow planning & merchandising organizations of the company. From there, Brad joined Morgan Stanley where he earned his Series 7 and Series 66 designations, as well as his life & health insurance licenses. Prior to SkyOak, Brad served as a Financial Consultant at BKS Advisors, and served as their in-house financial planning expert. He is very passionate not only about

View more

Profile Information

Partner / Private Wealth Advisor, CFP®

SkyOak Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Grand Rapids

Michigan

United States

Jul 24, 2024

More profiles to browse

Profile Photo
Craig Simmons
Managing Partner
Profile Photo
Jeremy Brandt
Managing Partner, Private Wealth Advisor, & Deputy Compliance Officer
KB
Kenneth Brandt
Partner | Private Wealth Advisor

You Might Like

RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services