Brad is here to help you identify and achieve your financial goals. He can assist you with retirement planning, funding a child's education, tax-efficient investing or simply general investment planning.
Brad Sova is a Financial Consultant and Chartered Retirement Planning CounselorSM at DFCU Financial Partners, registered through CUSO Financial Services, L.P. (CFS), our broker-dealer.
Brad was recently recognized and honored for his abundant contributions to the investment services industry by being inducted into CFS’s inaugural 2014 Hall of Fame.
Brad holds a Bachelor of Science from Central Michigan University in Finance with an emphasis on Personal Financial Planning. He holds his series 4, 7, 24, 52, 63 and 66 licenses. FINRA licenses are held in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington and Wisconsin through CFS. Additionally he holds his Life and Variable Contracts licenses with the State of Michigan. Brad received his Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.