National Retirement Planning Experts

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Local Professionals

Brad Polo

Wells Fargo Advisors

8888 Keystone Crossing
Suite 400

Indianapolis, IN 46240
(317) 5739212

Together We'll Go Far

About Wells Fargo Advisors

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market strategists -- I can help you make informed investment decisions based on your specific needs.

I value honesty, transparency, hard work, family, friends, community, the environment and healthy lifestyles. My typical client shares similar values.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

General Information

CRD#

6204056

Firm CRD#

190351

Name of Broker/Dealer

Wells Fargo Advisors

States Licensed in

AZ, FL, GA, IL, IN, MI, MO, MT, NC, WA

Years of Experience in Financial Services

28

Number of Years with Current Firm

6

Work Experience

Over 25 years experience helping clients manage their assets and liabilities.

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types

Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Annuities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, Via phone, At your home, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Life, Annuity, Long Term Care, Variable Annuity, Life

Compensation and Fees

Fee Structure

I am a Fee-Based financial professional

Minimum Portfolio Size for New Managed Accounts

250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1.00

Education

Master of Business Administration - Business

Indiana Wesleyan University
January 2009 - May 2011

Bachelor of Science - Finance

Southern Illinois Univeristy
August 1987 - May 1991