Brad Bechtel leads the AGH Wealth Management team, a group of specialized professionals with broad experience in investment management, cash management, risk management, estate planning, retirement planning, and tax planning. As president of AGH Wealth Management, Brad oversees all services provided through financial consultants and serves as the branch manager and principal for LPL Financial. With nearly 30 years in financial and professional services, Brad brings multi-faceted expertise in building individual and corporate wealth to AGH Wealth Management. He is a registered investment advisor with Series 7, 24 and 66 registrations.
Brad joined the AGH family of entities in 1996, where he developed and grew an employee benefits services division into one of the region’s largest retirement plan recordkeeping providers. He is well-versed in executive compensation planning involving non-qualified plans, such as phantom stock plans, top hat plans, excess benefit plans and other deferred compensation approaches. He has served as consultant to numerous Fortune 500 corporations in the area of investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans.
A graduate of the University of Nebraska-Lincoln, Brad received his bachelor’s of science degree in finance and graduated with the highest distinction from the Keller Graduate School of Management with a master’s of business administration degree.
Away from work, Brad sometimes likes to get completely off the grid – hiking, canoeing, and camping as part of his volunteer duties with the Quivira Council Boy Scouts of America (he’s a past president of the Quivira Council), or he might be firmly planted in front of the TV, cheering on his beloved Huskers.
Brad and his wife, Dawna, have two boys, who are both Boy Scouts as well.
“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.” – John Quincy Adams