What we collect
When you submit the contact form on this site, we collect the information you provide: your name, email address, phone number (optional), and the content of your message. We do not require accounts, and we do not use advertising cookies or sell personal information.
How we use it
Your information is used only to respond to your inquiry and to communicate with you about potential services. As a FINRA-registered professional, we may be required to retain certain communications under SEC and FINRA record-keeping rules, even if you later request deletion.
Service providers
- Formspree processes contact form submissions on our behalf.
- Cloudflare hosts and secures this website.
These providers receive only the data needed to perform their function.
Your choices
You may email us at any time to request a copy, correction, or deletion of your personal information, subject to our regulatory retention obligations.
Contact
Questions about this policy? Email brad@tradewithbrad.com.
Last updated: November 10, 2026
Acceptance of terms
By using this website you agree to these Terms of Service. If you do not agree, please discontinue use of the site.
Informational purpose only
All content on this site is provided for general educational and informational purposes. It is not investment, legal, accounting, or tax advice, and it does not constitute a recommendation of any specific security or strategy. Using this site or submitting the contact form does not create an advisor–client relationship.
No offer or solicitation
Nothing on this site is an offer to sell or a solicitation of an offer to buy any security. Securities transactions may only be conducted in states where the representative is properly registered.
No guarantees
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and no strategy can assure a profit or protect against loss in declining markets.
Third-party links
This site links to external resources, including FINRA BrokerCheck. We are not responsible for the content or availability of third-party sites.
Limitation of liability
To the fullest extent permitted by law, we are not liable for any losses arising from use of, or reliance on, the information on this site.
Governing law
These terms are governed by the laws of the State of Colorado.
Last updated: November 10, 2026
Registration & affiliation
Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Trade with Brad is a trade name used for branding purposes.
Verify registration
Registration details, licensing history, and disclosure information are available through FINRA BrokerCheck at brokercheck.finra.org (CRD# 5666085).
General information
Content on this site is general in nature and is not intended to provide individualized investment, tax, or legal advice. Individual results depend on personal circumstances, objectives, and market conditions.
Risk disclosure
- Investing involves risk, including possible loss of principal.
- Past performance is not indicative of future results.
- No investment strategy can guarantee a profit or protect against loss in a declining market.
State licensing
Securities business may only be conducted in states where the representative is registered. This site is not intended to solicit residents of any jurisdiction where such solicitation would be unlawful.
Last updated: November 10, 2026 · CRD# 5666085