Bradford Lee PPC
I established Lee Wealth Management to provide independent, objective investment services to individuals and small businesses.
I have been a licensed representative since 1984, and I have been affiliated with LPL since 1992.
I am a native of Lincoln, Kansas and a graduate of Kansas State University with a degree in Business Management and a minor in Economics.
My wife Jennifer and I are parents of three grown children. In my spare time I enjoy hiking, fishing, and writing.
My primary goal as an advisor is to help others. 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 with Fidelity Investments, eventually moving to Empower Retirement and working as an Investment Advisor. In this role I was responsible for the growth and investment advice of various retirement plans which included Apple, Southwest Airlines, and JP Morgan.
I am an active member on the Investment Board & Foundation Board for EPI, Inc. and volunteer locally with Junior Achievement.
Outside of work I enjoy running, hiking, skiing, and spending time with my wife and dog.
I'm honored to have joined Lee Wealth Management in 2022. I was born and raised in Cedar Falls, Iowa, and received my BA from Georgetown University. In my time on the East Coast, I spent time working as a Business Control Analyst for Citigroup Global Markets. I'm dedicated to providing quality client support by continuing the long-established tradition of excellence at Lee Wealth Management. Outside of work, I enjoy spending time with family, running, and baking.