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  2. Bradley Behrendt

Bradley Behrendt

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Bradley Behrendt
CFP®
Financial Advisor
Phone: 
(949) 223-8100
E-mail: 
Bradley.Behrendt@tfgroup.com

CA License No. 0D49598

Brad has been in the financial services industry since 1998. Prior to coming to Tax & Financial Group (TFG), he was with Ernst & Young and performed audit work at companies that included PacifiCare, St. Joseph’s Health Systems, and Newport Corporation. At TFG, Brad is primarily focused on insurance and financial strategies for small business owners, corporate executives, and high net worth individuals.

An active business leader, Brad is committed to giving back to the industry and his community. He has been recognized for his achievements by both national and local associations of financial professionals. Additionally, he is asked to share his insight on advanced strategies to others in the industry. Brad is involved in Tax & Financial Group’s “We Care for Kids, Inc.” Charity Golf Tournament and Auction benefitting the Make-A-Wish Foundation of the Orange County and Inland Empire.

Brad is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. He holds the Series 7 and 66 securities registrations and is licensed for life and heath insurance. He is a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA).

Brad graduated from California State University, Fullerton. He is a resident of Costa Mesa, CA with his wife and four daughters. 

 

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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