Brad Pistole, CEO of Trinity Insurance & Financial Services, INC in Ozark, Missouri, has won the Safe Money Radio Advisor of the Year award. The award, presented in Denver by Aegis Financial CEO, Carl Muehlemeyer, honors the professional, civic and community service Brad has provided to his clients, and his community.
Brad graduated with a BS in Education from Arkansas Tech in 1993. Brad retains his Life and Health and P&C Licenses in Missouri and Arkansas. He is a member of the National Ethics Association and the Ozark Chamber of Commerce. Ed Slott and Company has recognized him as a Master Elite IRA Advisor from 2010-Present.
He has also been a member of the MDRT – Million Dollar Round Table “The Premier Association of Financial Professionals” from 2011-Present and was awarded “Top of the Table” honors in 2015-Present. In 2020, he achieved the “Lifetime Status” with MDRT and is listed in the top 1% for achievement among financial advisors.
In 2022, Brad completed the distinguished Retirement Income Certified Professional designation through the American College of Financial Services, and he was honored as one of the recipients of the 2022 Springfield Business Journal’s Trusted Advisers of the Year.”
LEARN MORE ABOUT BRAD AND HIS NO-NONSENSE APPROACH TO RETIREMENT PLANNING:
Retirement Income Certified Professional®, Certified Financial Fiduciary®, Certified Annuity Specialist®
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