Brady Marlow, CFP®, AEP®, CAP®, CPWA®, CExP™

Brady Marlow, CFP®, AEP®, CAP®, CPWA®, CExP™ has a diverse work experience in the financial services industry. Brady is currently working as a Senior Wealth Strategist at Carson Wealth since February 2021. In this role, they provide investment advisory services and is a part of Carson Partners, a division of CWM, LLC.

Prior to joining Carson Wealth, Brady worked at Harrison Financial Services as a CERTIFIED FINANCIAL PLANNER™ Professional from March 2020 to February 2021. Here, they focused on optimizing tax efficiency and creating reliable income streams for families. Brady also specialized in business owner transition and talent retention strategies.

Before that, Brady served as a Business Exit Planning Specialist at ExecSo from January 2017 to March 2020. Brady helped business owners simplify complex matters and develop actionable plans that aligned with their personal and professional goals.

Brady's earlier experience includes working as a Financial Planning Consultant at Heritage Financial Services from an unknown start date to January 2017. Brady also worked as a Franchise Owner at Ameriprise Financial Services, Inc. from 2001 to 2014.

Overall, Brady Marlow's work experience demonstrates their expertise in wealth strategy, financial planning, and business exit planning.

Brady Marlow, CFP®, AEP®, CAP®, CPWA®, CExP™, has a comprehensive education history that spans several institutions and certifications. Brady obtained a Bachelor of Science (BS) degree in Finance from the University of Nebraska-Lincoln in the years 1995 to 1999. Following this, they pursued further education at The American College of Financial Services from 2018 to 2019, where they earned the designation of Chartered Advisor in Philanthropy (CAP®). In 2020 and 2021, Brady attended the Yale School of Management to study Wealth Management Theory & Practice specifically for their CPWA certification.

Apart from their educational background, Brady also holds additional certifications such as CExP from BEI | Exit Planning, Certified Financial Planner (CFP) from CFP Board, and they also possess licenses for Registered Series 7 & Series 66, as well as being licensed in life, health, and disability insurance.