Bradford Lee headshot

Bradford Lee PPC®

Owner & Advisor

Brad established Lee Wealth Management to provide independent, professional investment services to individuals and small businesses.

Brad has been a licensed representative since 1984, and has been affiliated with LPL since 1992.

Brad a native of Lincoln, Kansas and a graduate of Kansas State University with a degree in Business Management and a minor in Economics.

He and his wife Jennifer are parents of three grown children.  In his spare time Brad enjoys hiking, fishing, and writing.

Elijah Lee

Financial Advisor

My career objective is to build wealth and expand financial literacy in my community and the clients I work with. I place an emphases on developing relationships with each client, allowing me to understand their unique situations and work with them to develop a personalized long-term financial strategy.

I started my career in finance in Denver, CO as a representative with Fidelity Investments, eventually moving to Empower Retirement and working as an Investment Advisor for large corporate retirement plans. In this role, I was responsible for the growth and investment advice of various company plans which included Apple, Southwest Airlines, and JP Morgan.

At Lee Wealth Management I specialize in capital preservation and growth strategies for individuals, families, and business owners. When I am constructing a portfolio, I target companies that have a proven track record of success and a competitive advantage over the competition within their industry. I believe that quality combined with consistency, diversification and patience is a formula for success.

Within my community I am an active member on the Investment Board & the Foundation Board for Exceptional Persons, Inc. I also volunteer locally teaching financial literacy through Junior Achievement. Outside of work I enjoy running, hiking, skiing, and spending time with my wife and dog.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.

 

Bob Moore headshot

Bob Moore

LPL Financial Advisor
Bob has been dedicated to helping Iowa families and business owners with their advanced retirement and estate planning needs since 2009. With Midwest values and global views - he provides pure independent advice, using the 'IOWA process'
 
Integrated > Ongoing > Wealth > Analysis
 
The beauty of our process is that we will never lose sight of pursuing financial independence. While providing ongoing insights and strategies, he will work alongside you, while you enjoy life’s journey.
 
He received his bachelor’s degree from the University of Iowa. He also carries his life and health insurance licenses to help assist clients with their life, disability, long term care, and medicare insurances.
 
Outside of working with his clients, he enjoys watching and attending his son's sporting events, especially, coaching tee ball. He can also be found enjoying Iowa’s great outdoors, at the park, biking, and hiking the trails with is family.

Stephanie Graham

Client Service Coordinator

Stephanie is proud to be assisting clients in pursuing their goals since July of 2023.  She has ten years of experience in customer service, working in education, non-profit, and the healthcare industry.  Helping people is her passion, and her goal is to make our clients feel comfortable and welcome while working with us. Outside of work she enjoys being outdoors, reading, and spending time with her family and pets.