Bradley R. Stewart

CFP®

1011 Loras Drive Suite B Freeport, IL 61032
815.297.0400

Brad has been involved in the financial services industry since 2013. Before transitioning to his current role, he was an investment research analyst for Savant, where he was responsible for creating investment analysis reports used by the financial advisors to develop planning and investment strategies, supporting research and due diligence of funds and fund managers for potential inclusion in Savant investment strategies, and generating reports for financial advisors including model portfolio, fund performance, and client benchmarking reports. He also served as a portfolio accountant for Savant.

Brad earned a bachelor of science degree in finance from Northern Illinois University and is a CERTIFIED FINANCIAL PLANNER™ professional. He grew up in Freeport as a middle child with two sisters. Brad enjoys golfing, anything outdoors, and spending free time with his family in Freeport. Since returning to Freeport he has enjoyed volunteering on the board of directors for two local charities and giving back to the community that raised him.


Education &
Designations

  • Northern Illinois University 
    Bachelor of Science in Finance
  • CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.