Meet Brady
Brady’s entrepreneurial experience dates back more than two decades, to when he owned his own practice. As a Wealth Strategist, he now focuses on guiding founder-CEOs nationwide in strategizing the next steps in their evolution. Brady has a knack for asking thought-provoking questions to clients that help lead them toward their path to freedom.
A University of Nebraska-Lincoln graduate and active member of his local community, Brady serves on the Omaha Community Foundation board and serves as the Chair of the Omaha Venture Group – an organization with a mission to develop professionals passionate about community giving.
Outside the office, Brady can often be found planning or going on a trip to the beach with his partner, Natalie. They also spend a good deal of time supporting their daughter, Kennady, in all her teenage pursuits.
Brady Marlow is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Advisor Networks or its registered representatives.
Qualifications
- 23 years financial industry experience
- 3 years with Carson Wealth
- BS in Finance University Nebraska at Lincoln
- CFP®
- AEP®
- CAP
- CPWA®
- CExP™
- Omaha Estate Planning Council
- Omaha Community Foundation Board
- Financial Planning Association
- International Coaching Federation
- National Association of Estate Planning Council Committee
- Omaha Venture Group Chair
- Omaha Chartered Advisor of Philanthropy Advisory Council
