Skip to main content
Advisor Image

Bradley P Markwell

Advisor Image
Bradley P Markwell
Financial Advisor
.
FIC
Part of the Focus Forward Financial Group practice
Brad Markwell | Financial Advisor Helping Clients Navigate Life Changes, Wealth Management, and Legacy Planning   
Brad Markwell | Financial Advisor Helping Clients Navigate Life Changes, Wealth Management, and Legacy Planning   


With over two decades of experience, Brad Markwell is a dependable financial advisor dedicated to helping individuals, families, and business owners navigate important financial decisions with confidence. He specializes in wealth management, legacy planning, and helping clients through significant life changes, providing personalized financial guidance tailored to each person's goals, values, and unique circumstances. 


Brad earned his Bachelor of Business Administration in Management from the University of Wisconsin-Stout and holds the Fraternal Insurance Counselor (FIC) designation along with his Series 7 General Securities Representative registration.   Known for his approachable style and commitment to building lasting relationships, Brad believes that successful financial planning begins with listening. His goal is simple: to help clients make informed decisions that align with their values, priorities, and long-term objectives. Whether someone is experiencing a career transition, preparing for retirement, or evaluating opportunities to strengthen their financial future, Brad provides thoughtful guidance focused on what matters most to them. 


Beyond serving clients, Brad is actively involved as a volunteer with Crossroads Career Network initiatives and educational programs, helping individuals and families navigate career transitions, retirement decisions, and other significant life changes. Through workshops, speaking engagements, and community-focused education, he has supported professionals as they evaluate their options, identify new opportunities, and make informed decisions about their future.  Brad is passionate about empowering others through financial education and believes that knowledge and thoughtful planning can help people move forward with greater confidence during times of change. 


When he's not working with clients, Brad enjoys spending time with his wife, Jennifer, attending local events, relaxing at the lake, and talking sports. A former basketball player, he appreciates the lessons that teamwork and dedication can teach. He is also a proud father of two sons who played hockey and enjoys supporting family, friends, and the community he serves. 


As a financial advisor focused on retirement planning, wealth management, legacy planning, and life transitions, Brad is dedicated to serving his clients and strengthening the communities he calls home. 

MEETING OPTIONS:
MEETING OPTIONS:

Happy to meet in-person. virtually or on the phone!

701 Xenia Ave. S., Ste. 550, Golden Valley, MN 55416


To schedule a complimentary consultation, click Schedule with Brad or call 612-235-3425.

My qualifications
  • Bachelors of Business Administration/Management, University of Wisconsin - Stout
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Minnesota
  • Wisconsin

Insights

Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Insight image
Connections & Conversations: An Evening with LinkedIn Looking for your next opportunity? Join us for an evening of networking, appetizers, and LinkedIn know-how. We’ll share simple, powerful ways to grow your LinkedIn network quickly and effectively—helping you open more doors in your job search. Enjoy light bites, meet others on the same journey, and leave with both new strategies and new connections. No products will be sold at this event. 📅 Date: Monday, September 28th 🕓 Time: 6:00 pm – 8:30 pm 📍 Location: Grace Church – Eden Prairie 9301 Eden Prairie Rd | Eden Prairie, MN 55347 To register visit: https://tinyurl.com/2mtw7nyc
Insight image
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Office location
Office Location
Golden Valley Location
701 Xenia Ave S., Suite 550
Golden Valley, MN 55416
Phone763-746-3104Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations