As a Financial Advisor, I am able to assist you in pursuing and potentially exceeding your financial goals through sound financial decisions that align with your objectives. The best way to pursue this is by gathering a complete financial picture of your portfolio.
I graduated from Tulane University in New Orleans, LA, with a Bachelor’s of Science in Accounting. After receiving my degree, I played baseball for a minor league affiliate of the Milwaukee Brewers. As a business entrepreneur, I developed and sold two successful businesses. In 2010, my career path led me to the financial services industry where I have been helping others work towards their financial goals ever since.
I am a registered representative of LPL Financial and licensed insurance agent.
My wife Christi and I live in Lindale, TX, and attend Grace Church. Our two sons, one in college and the other in high school, are both baseball players for their respective schools. When I am not in the office, you can find me officiating high school athletics or teaching youth the intricacies of baseball.
Brad Burchel is a Financial Advisor with LPL.
Open a Guided Wealth Portfolios Account Today!
Digital investing made easy - Investment independence as your fingertips.
Guidance within reach.
- Online Assessment to help you select an investment model
- Automatic Diversification, Rebalancing and Investment Monitoring
- Service Center Available - Questions & Account Maintenance
- Use of Low-Cost Exchange-Traded Funds
- Automatic Tax-Loss Harvesting
- Intuitive & Intelligent Website
- Low Minimums (just $5,000 to start)*
- Low Annual Fee of 0.85%
- Includes All Benefits of Self-Directed Account
- Access to Local Financial Advisor for Questions & Account Reviews
- Retirement & Education Planning Services
- Estate Planning & Tax Saving Strategies
- Competitive Full-Service Fee of 0.85%
Contact Altra Financial Advisors
The professionals at Altra Financial Advisors are licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina, South Dakota, Tennessee, Texas, Washington and Wisconsin.
Meet our Advisors and learn more about the financial professionals serving Altra Federal Credit Union members! You may also contact us at 888.777.5211 or email Mark Thorn at email@example.com to schedule a no-cost, no-obligation consultation in person or by phone.
*An annual small account fee is applied to accounts with less than $10,000 invested.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Brad Burckel is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:
|Not Insured by NCUA or Any
Other Government Agency
|Not Credit Union
|Not Credit Union
Deposits or Obligations
|May Lose Value|
Altra Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Altra Federal Credit Union for these referrals. This creates an incentive for Altra Federal Credit Union to make these referrals, resulting in a conflict of interest. Altra Federal Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.