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Brad Tapscott, Private Wealth Advisor serving the Daniel Island, SC area - Ameriprise Advisors

Brad Tapscott

CFP®, CRPC, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
The Ventus Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 30 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Middle Tennessee State University, Murfreesboro, TN

Community participation

Kiwanis Club of Charleston, member since 2000

Interests

  • Spending time with my wife, Misti, and with friends-including my dogs, Razberry and Levon!
  • Tennessee Football
  • Rafting and Fishing the French Broad River
  • Cooking, Travel, Public Speaking, and Charity