SOUTHWEST WEALTH MANAGEMENT - Key Persons

Job Titles:

• Founder
• Investment Advisor
• President

Brad has helped a number of Oklahomans plan for their financial futures. As Edmond residents and active members of the Quail Springs Baptist Church, Brad and Fran have been married for 26 years and their son, Taylor, is a proud United States Marine at Camp Pendleton, California. Brad is an avid golfer and is a sports fan enthusiast of the Sooner Nation and the Oklahoma City Thunder. Brad is a firm believer in that YOU should retire on your money and not your advisor. Brad believes that each person is unique and that no single account is right for everyone. He knows that it is essential to determine a client's needs in order to offer the most beneficial options possible. Brad Freels is an investment advisor representative of Gradient Advisors, LLC, an SEC registered independent investment advisor, serving customers in Edmond, Oklahoma and surrounding communities. Brad's mission is to provide local families and businesses with innovative financial strategies and planning that can lead to financial clarity and security.