BRAD POLO, CFP, MBA

Financial Advisor

Associate Vice President - Investment Officer

Address: 8888 Keystone Crossing, Suite 400 , Indianapolis , IN 46240
Phone: 317-573-9212  |  800-428-6189    Fax: 317-573-9299

My Background

My Associate(s): Chris Lucid, Registered Client Associate

My Experience

  • 2013 - Present : Wells Fargo Advisors, Financial Advisor
  • 2011 - 2013 : JP Morgan Chase, Customer Advisor
  • 1999 - 2011 : Sun Home Mortgage, President, Owner and Mortgage Consultant

My Education & Credentials

  • Bachelor of Science in Finance- Southern Illinois University
  • Master of Business Administration - Indiana Wesleyan Univ.
Securities Registered in the following states: AZ, CA, FL, GA, IL, IN, MI, MO, MT, NC, SC, WA, WI
BRAD POLO: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Indiana : Indianapolis Branch