Bradford Lee PPC

Owner & Advisor

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

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

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

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

Elijah Lee

Financial Advisor

As a financial advisor Elijah's goal has always been to get to know his clients on a personal level.  Every client has their own unique circumstances and needs, so he takes a comprehensive approach to make sure that he addresses those individual needs.  He takes an active approach to advising and actively monitors the financial well-being of each client so he can update them on market changes as well as the overall economy.

Prior to LPL Elijah worked as an Investment Advisor for GWRS in Denver, CO.  In this role he was responsible for the growth and investment advice for various retirement plans which included Apple, Southwest Airlines, and JP Morgan. 

Outside of work Elijah enjoys running, hiking, skiing, and spending time with his wife & their dog Apollo

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 and has completed several courses at The American College while working towards his designation as a Certified Financial Planner.  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.

Holly Gaard

Client Service Coordinator

Holly is honored to have joined Lee Wealth Management in 2022.  She was born and raised in Cedar Falls, Iowa, and received her BA from Georgetown University.  In her time on the East Coast, Holly spent time working as a Business Control Analyst for Citigroup Global Markets.  She is dedicated to providing quality client support by continuing the long-established tradition of excellence at Lee Wealth Management.  Outside of work, Holly enjoys spending time with family, running, and baking.