John "Brad" Borden
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
SERVICES OFFERED: Financial Planning, Asset Management, Investment Management, Retirement Plan Solutions, and Business Planning.
EXPERIENCE: Brad is a CERTIFIED FINANCIAL PLANNER™ professional and a registered Financial Advisor at Compass Capital Management. He educates, designs and advocates for the current and future financial strategies and goals of his clients throughout the southeast, including business owners, individuals and families. He also has a unique perspective developing and strengthening the financial needs of medical professionals in our region because of his extensive fourteen years of experience in the clinical laboratories at Children’s Hospital, in New Orleans, and Northwestern Memorial Hospital, in Chicago.
- Successfully completed the CFP® Board’s educational and examination requirements
- Master of Business Administration (MBA), Investment Management and Finance concentrations,
- Kellstadt School of Business, De Paul University, Chicago, Illinois
- Bachelor of Science in Medical Technology, Louisiana Tech University
LICENSES: Life, Health, and Accident Insurance License, Variable Life Insurance and Annuity License
REGISTRATIONS: FINRA Series 7 and 66 Registrations
PERSONAL: Brad resides in Old Metairie with his wife and children. He currently serves as Treasurer of the Knights of Columbus Council 8546 and as Vice-President of the St. Francis Xavier School Board. Brad is active in several community and charitable organizations, including the Men’s Club of St Francis Xavier School and the Jefferson and Orleans Parish Chambers of Commerce. He is also a founding member of the Smoke Dem If Ya Got Dem, Hogs for the Cause team. His overall personal goal is to promote trust, dedication and a sense of community with his continued devotion to his parish and neighborhood organizations.