Brady Polk, CFP®, CTFA

Senior Associate

Louisville

Client Advisory

Biography

Brady is a Senior Associate in the Louisville office and provides comprehensive financial planning and investment advice to early- and mid-career professionals. He is also responsible for providing company benefit reviews to the firm’s corporate relationship employees.

Prior to joining Cerity Partners, Brady served as a Financial Advisor at ARGI Financial Group. He has spent more than a decade working exclusively in wealth management, primarily focused in the high-net-worth space, for registered investment advisors, a Chicago land community bank, and a multinational bank. Brady worked in various positions at these firms with responsibilities including client service, relationship management, portfolio management and trading, and comprehensive financial planning.

Education

  • B.S. in Financial Management with a concentration in Financial Planning and a minor in Accounting from Franklin University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Trust and Fiduciary Advisor

Connect with Brady

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.