Bradley S. Davis CFP^® ChSNC^®

Brad is a proud, lifelong Central Illinois resident.  In 2008, he began his career in financial services and has been with Investment Strategists at Better Banks since 2015. He specializes in financial planning, investment management, and special needs planning.  He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Special Needs Consultant® (ChSNC®) designations along with FINRA Series 7, 63, and 66 securities registrations.  He’s also licensed to offer life, disability, and long-term care insurance.

Brad's dedication extends beyond his professional life. He serves as the Vice President and a voting board member of the Central Illinois Autism Association. This volunteer-run board provides crucial support to individuals with autism and their families. In his leisure time, Brad embraces an active lifestyle, enjoys cooking, and passionately supports his favorite Chicago sports teams, and the Fighting Illini.  He resides in Germantown Hills with his wife, Abby, and son Caleb.

I enjoy taking complex topics and delivering them to my clients in a way that is easily understood. Each day presents a new opportunity to better someone’s life and I am grateful for that.

Check the background of investment professionals associated with this site on FINRA's Broker Check. *No strategy assures success or protects against loss. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Better Banks and Investment Strategists at Better Banks are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Strategists at Better Banks, and may also be employees of Better Banks. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Better Banks or Investment Strategists at Better Banks. Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NC, NJ, NV, NY, OK, OR, RI, SC, TN, TX, VA, WI, WY.

Better Banks ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS.