Bradley Graber has been Chief Compliance Officer & Investment Adviser Representative of Genesis Advisors since November 2024, is a control person of the firm and directly owns under 5% of it. Bradley Graber holds a BBA in Finance from the University of Southern Indiana.
Genesis Advisors, LLC is a Fishers, IN firm with $121M under management, 132 clients and 4 advisers in one office, as of its February 2026 filing.
Brad Graber is Founder and President of Investing in Truth, a ministry that combines finance, teaching and applying God's Word. He is a financial advisor. He serves as a Deacon of Finance in his church and on the Board of Trustees for LifeWay Christian Resources.
Bradley Graber’s longest registration is the current one, 16 years at Genesis Advisors since 2009. Before joining Genesis Advisors in 2009, Bradley Graber was registered through Private Wealth Advisors, Inc. and Private Consulting Group, Inc.
- Genesis Advisors, LLCCurrent– present · 16 yearsFishers, IN · Adviser representative · Firm CRD 151976
- Private Wealth Advisors, Inc.– · under a yearFishers, IN · Adviser representative · Firm CRD 148144
- Private Consulting Group, Inc.– · 4 yearsFishers, IN · Adviser representative · Firm CRD 45053
Professional designations
Listed by Genesis Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bradley Graber is registered as an investment adviser representative in 3 states. The first approvals date from November 2009; the most recent is Texas, in May 2020.
- FloridaSince 6 November 2019
- IndianaSince 12 November 2009
- TexasSince 18 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2004 |
| Series 7 | General Securities Representative Examination | 22 September 1998 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 24 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 May 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 May 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bradley Eric Graber
- CRD
- 2740459
- Firm
- Genesis Advisors · CRD 151976
- Role
- Chief Compliance Officer & Investment Adviser Representative
- Office
- 10150 LANTERN ROAD, SUITE 175, Fishers, IN 46037
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investingintruth.com
Where does Bradley Graber work?
Bradley Graber has been Chief Compliance Officer & Investment Adviser Representative of Genesis Advisors, LLC since November 2024, and is a control person of the firm.
Is Bradley Graber a financial advisor?
Yes. Bradley Graber has a current investment-adviser registration in Florida, Indiana and Texas, through Genesis Advisors since November 2009.
How many years of experience does Bradley Graber have?
Bradley Graber has 21 years in the financial industry, since December 2004, across 3 adviser firms.
What exams has Bradley Graber passed?
Bradley Graber has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 7 and Series 65. The earliest, the Series 6, was passed in May 1996.
Where did Bradley Graber work before Genesis Advisors?
Before Genesis Advisors, Bradley Graber was registered through Private Wealth Advisors, Inc., January 2009 to September 2009; Private Consulting Group, Inc., October 2004 to December 2008.
Where is Bradley Graber based?
Bradley Graber’s registered office is in Fishers, IN.
Is Bradley Graber registered with FINRA?
No. Bradley Graber has no current broker registration.
Is Bradley Graber a CFP?
Genesis Advisors lists Bradley Graber with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bradley Graber’s record?
Search CRD 2740459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Graber’s full registration record.