058: Nick Bradfield, Founder of Divvy Investments, Marine VeteranFebruary 9, 2016 by Cigars and Sea Stories | 2 Comments
On this episode of Cigars and Sea Stories, Mike and Juslin welcome Nick Bradfield of Divvy investments to the show. Nick is a Marine veteran on a mission to make investing simpler and easier. Divvy Investments is a tool which, helps simplify retirement investing for DIY investors and independent financial advisors. It provides low cost investment recommendations and sends alerts to customers when it is time to rebalance, saving time and money along the way.
Nick Bradfield is the founder of Divvy Investments LLC, a registered investment advisor with the SEC. He started his career in financial services as a financial advisor with a large brokerage firm. Through this experience, he found an interest in helping people plan for retirement while minimizing fees. Nick found himself spending a lot of time creating and monitoring portfolios – and soon, the idea for Divvy Investments was born. After a few years Nick decided it was time to move on. He spent the next several years with a financial services consulting firm followed by a brief stint at a publicly traded technology company. Nick was unhappy and not the right fit for the corporate world. Upon being told he needed to care less about customers, he decided it was time to follow his dream and go into business for himself. He started Divvy Investments in 2015 with the goal of helping to simplify retirement investing. When not working, Nick can be found playing superheroes with his son, gazing deeply into his wife’s eyes (of which she just rolled), grilling with friends, and talking about baseball to …well…anyone who is willing. Nick passed the Series 65 exam which allows him to operate as an Investment Advisor Representative. He holds a Masters of Science in Predictive Analytics from Northwestern University and served four years in the United States Marine Corps, achieving the rank of Sergeant.
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