Advisor Profile

Bradley Holterhaus

Director, Retirement Advisory

Brad is passionate about helping individuals live their best life by getting them on track for a successful retirement.

As a member of the Retirement Plan Advisory Services team, Brad works with organizations of all sizes to help fiduciaries manage their employer-sponsored retirement plans effectively and efficiently. He assists with all aspects of plan management including design, investment consulting, employee and sponsor education, plan health, benchmarking and managing fiduciary obligations.

When he is not assisting clients, Brad enjoys spending time with family and participating in almost any kind of outdoor activity.


  • Retirement Plan Advisory Group (RPAG)
  • Series 6, 7 & 65


  • Bachelor of Arts, Marketing, University of Northern Iowa