Brad Myers has been Supervisory Principal & Chief Compliance Officer of Lone Peak Advisers since January 2023, is not listed as a control person, but directly owns under 5% of the firm.
Lone Peak Advisers, LLC is a Draper, UT firm with $125M under management, 905 clients and 8 advisers in one office, as of its March 2026 filing.
Brad Myers’ longest registration was 8 years at National Planning Corporation ("NPC of America" in FL & NY) (2008–2017). Before joining Lone Peak Advisers in 2023, Brad Myers was registered through Geneos Wealth Management, Inc. and National Planning Corporation ("NPC of America" in FL & NY).
- Geneos Wealth Management, Inc.– · 4 yearsSouth Jordan, UT · Adviser representative · Firm CRD 120894
- National Planning Corporation ("NPC of America" in FL & NY)– · 8 yearsSouth Jordan, UT · Adviser representative · Firm CRD 29604
- Hornor, Townsend & Kent, Inc.– · 4 yearsSalt Lake City, UT · Adviser representative · Firm CRD 4031
- Princor Financial Services Corporation– · under a yearMidvale, UT · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Brad Myers is registered as an investment adviser representative in 5 states, as a resident of Texas. Each was approved in April 2023.
- ArizonaSince 28 April 2023
- IdahoSince 12 April 2023
- IowaSince 13 April 2023
- TexasResidentSince 12 April 2023
- UtahSince 12 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 20 January 2009 |
| Series 7 | General Securities Representative Examination | 7 March 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 April 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 May 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Brad Jedd Myers
- CRD
- 4171462
- Firm
- Lone Peak Advisers · CRD 296772
- Role
- Supervisory Principal & Chief Compliance Officer
- Office
- 11650 SOUTH STATE STREET, SUITE 200, Draper, UT 84020-7150
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brad Myers work?
Brad Myers has been Supervisory Principal & Chief Compliance Officer of Lone Peak Advisers, LLC since January 2023.
Is Brad Myers a financial advisor?
Yes. Brad Myers has a current investment-adviser registration in Arizona, Idaho, Iowa, Texas and Utah, through Lone Peak Advisers since April 2023.
How many years of experience does Brad Myers have?
Brad Myers has 26 years in the financial industry, since May 2000, across 5 adviser firms.
What exams has Brad Myers passed?
Brad Myers has passed 5 licensing exams: the Series 63, Series 6, Series 65, Series 7 and Series 24. The earliest, the Series 63, was passed in May 2000. FINRA credited Brad Myers with the SIE, which began in October 2018.
Where did Brad Myers work before Lone Peak Advisers?
Before Lone Peak Advisers, Brad Myers was registered through Geneos Wealth Management, Inc., August 2017 to July 2022; National Planning Corporation ("NPC of America" in FL & NY), September 2008 to August 2017; Hornor, Townsend & Kent, Inc., February 2004 to September 2008; Princor Financial Services Corporation, May 2003 to September 2003.
Where is Brad Myers based?
Brad Myers’ registered office is in Draper, UT.
Is Brad Myers registered with FINRA?
Yes. Brad Myers has a current broker registration, under CRD 4171462.
Source: FINRA BrokerCheck
How can I verify Brad Myers’ record?
Search CRD 4171462 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brad Myers’ full registration record.