Bradley Ward has been an investment adviser representative at Asset One Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners.
Asset One Wealth Management, LLC is a Bellevue, WA firm with $983M under management, 1,173 clients and 9 advisers across 9 offices, as of its October 2026 filing.
Bradley Ward’s longest registration was 4 years at Lifeworks Advisors, LLC (2017–2022). Before joining Asset One Wealth Management in 2026, Bradley Ward was registered through Lifeworks Advisors, LLC and MML Investors Services, LLC.
- – present · under a yearNaples, FL · Adviser representative · Firm CRD 336350
- Lifeworks Advisors, LLC– · 4 yearsGrand Rapids, MI · Adviser representative · Firm CRD 288255
- MML Investors Services, LLC– · under a yearGrand Rapids, MI · Adviser representative · Firm CRD 10409
- Northwestern Mutual Investment Services,llc– · 1 yearGrand Rapids, MI · Adviser representative · Firm CRD 2881
- Wells Fargo Advisors, LLC– · 1 yearEast Lansing, MI · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Bradley Ward is registered as an investment adviser representative in Florida, since March 2026.
- FloridaSince 23 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 November 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 October 2013 |
| Series 7 | General Securities Representative Examination | 12 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradley I Ward
- CRD
- 6223693
- Firm
- Asset One Wealth Management · CRD 336350
- Office
- Naples, FL
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Bradley Ward work?
Bradley Ward is an investment adviser representative registered through Asset One Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Ward a financial advisor?
Yes. Bradley Ward has a current investment-adviser registration in Florida, through Asset One Wealth Management since March 2026.
How many years of experience does Bradley Ward have?
Bradley Ward has 8 years in the financial industry, since November 2017, across 5 adviser firms.
What exams has Bradley Ward passed?
Bradley Ward has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in September 2013. FINRA credited Bradley Ward with the SIE, which began in October 2018.
Where did Bradley Ward work before Asset One Wealth Management?
Before Asset One Wealth Management, Bradley Ward was registered through Lifeworks Advisors, LLC, July 2017 to February 2022; MML Investors Services, LLC, November 2016 to July 2017; Northwestern Mutual Investment Services,llc, October 2015 to November 2016; Wells Fargo Advisors, LLC, October 2013 to October 2015.
Where is Bradley Ward based?
Bradley Ward’s registered office is in Naples, FL.
Is Bradley Ward registered with FINRA?
No. Bradley Ward has no current broker registration.
How can I verify Bradley Ward’s record?
Search CRD 6223693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Ward’s full registration record.