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FINANCIAL ADVISOR

Bradley R. Behrendt

CA License No. 0D49598
CFP®, CFPA®

Brad has been in the financial services industry since 1998. Prior to coming to Tax & Financial Group (TFG), he was with Ernst & Young and performed audit work at companies that included PacifiCare, St. Joseph’s Health Systems, and Newport Corporation. At TFG, Brad is primarily focused on insurance and financial strategies for small business owners, corporate executives, and high net worth individuals.

An active business leader, Brad is committed to giving back to the industry and his community. He has been recognized for his achievements by both national and local associations of financial professionals. Additionally, he is asked to share his insight on advanced strategies to others in the industry. Brad is involved in Tax & Financial Group’s “We Care for Kids, Inc.” Charity Golf Tournament and Auction benefiting the Make-A-Wish Foundation of the Orange County and Inland Empire.

Brad is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated.

FINANCIAL ADVISOR

Bradley R. Behrendt

CA License No. 0D49598
CFP®, CFPA®

Brad has been in the financial services industry since 1998. Prior to coming to Tax & Financial Group (TFG), he was with Ernst & Young and performed audit work at companies that included PacifiCare, St. Joseph’s Health Systems, and Newport Corporation. At TFG, Brad is primarily focused on insurance and financial strategies for small business owners, corporate executives, and high net worth individuals.

An active business leader, Brad is committed to giving back to the industry and his community. He has been recognized for his achievements by both national and local associations of financial professionals. Additionally, he is asked to share his insight on advanced strategies to others in the industry. Brad is involved in Tax & Financial Group’s “We Care for Kids, Inc.” Charity Golf Tournament and Auction benefitting the Make-A-Wish Foundation of the Orange County and Inland Empire.

Brad is a registered representative and an investment advisor representative with Securian Financial Services, Inc. He holds the Series 7 and 66 securities registrations and is licensed for life and heath insurance. He is a Certified Financial Planner™ professional and a Certified Public Accountant (CPA).

Brad graduated from California State University, Fullerton.

Brad is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated.

Contact

Email: Bradley.Behrendt@tfgroup.com

Phone: (949) 223-8218

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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity