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Brad Wexler, QPA, QKA, QPFC

Brad Wexler, QPA, QKA, QPFC

Managing Principal

Phone: 610-251-0670
Fax: 610-640-0989
E-mail: bwexler@tycorbenefit.com

Professional Focus
• In addition to overseeing the overall business development for the firm, Brad concentrates his practice in the design of retirement plans and investment selection for plans and individuals.

Professional Organizations
• American Society of Pension Professional and Actuaries (ASPPA), Member
• Test designer for ASPPA designation exams
• Chester County Chamber of Business and Industry, Member
• Central Bucks County Chamber, Member
• Central Bucks County Chamber, Finance Committee, Government Affairs

Lectures and Articles
• Presents periodically for the MainLine Association for Continuing Education and American Management Association and the Pennsylvania Institute for CPA’s on qualified retirement plan design.

Education/Credentials
• Bachelor of Arts in Mathematics, Fairleigh Dickinson University
• MBA in Quantitative Analysis/Statistics, University of Colorado
• Qualified Pension Administrator (QPA)
• Qualified 401(k) Administrator (QKA)
• Qualified Plan Financial Consultant (QPFC)
• Series 7 (General Securities Representative), 63(Uniform Securities Agent State Law Exam), 65(Uniform Investment Adviser Law Exam) and 24(General Securities Principal) - Registered Representative with NFPSI and Investment Advisor Representative with NFPSI and Tycor Asset Management, Inc.
• Life, Health and Annuity License

Personal Interests
• Brad currently resides in Doylestown, PA with his family.
• An accomplished musician, Brad enjoys playing piano.

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/ SIPC.

Investment Advisory Services offered through Investment Advisor Representatives of NFPSI.

Investment Advisory Services may also be offered through Tycor Asset Management, Inc.

NFP Securities, Inc. is not affiliated with the Tycor Companies.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.

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