Our Qualifications

Lee Wealth Management has been advising clients in the Cedar Valley for more than 30 years.

Brad Lee has been serving the Cedar Valley area for over 30 years. He holds a Series 7 General Securities, Series 63 State Securities, and Series 24 Principal / Supervisory registrations all through LPL Financial. In addition, to working with clients in the Cedar Valley, Brad serves clients in 22 other states. Over the years, Brad has developed extensive knowledge and experience working with families and businesses on their complex situations. Helping them build legacy's for generations.

Bob Moore is a Cedar Valley native, proudly serving his home town area for over 10 years. He holds a Series 7 General Securities and Series 66 Investment Advisor Representative registrations all through LPL Financial, along with Life & Health Incurance licenses. Bob has been working with families and small business owner in an effort to help implement, protect and grow their net worth. He continues to work on industry designations/certifications and network with other industry professionals, to better serve his clients.