Managing Director, Heritage Institutional
Brad Knowles started in the financial services business in 2001. His practice started on the ideal of mitigating risk to improve outcomes. In 2003, he began building the foundation of his practice based on the following ideals:
Be a leader with service and technology
Be product agnostic
Be willing to change
Be objective and honest
Brad’s team currently manages over $750 million dollars in employer sponsored retirement plans assets for 23 clients. They facilitate six core “best practices” as fiduciaries in order to mitigate corporate & personal liabilities regarding the plan and improve participant outcomes. Heritage Institutional is a member of Retirement Plan Advisory Group (RPAG)
In April 2014, Brad merged his retirement plan advisory firm, RBK Capital, LLC, with Heritage to form Heritage Institutional.
Before RBK Capital, LLC, he was the Regional Vice President for the Chicago based actuarial firm that specialized in the design and marketing of innovative retirement and executive benefit plans.
Brad holds a M.B.A. with an emphasis in finance and a B.S. from the University of
Oklahoma. He is one of fewer than 50 advisors nationally who have earned the Certified Behavioral Finance Analysts (CBFA) designation. He has FINRA Series 66 securities licenses and an Oklahoma insurance license. He served as President for the Downtown Club of Oklahoma City, served as Co-Chair for the 2011 & 2012 Wayman Tisdale Freshman Player of the Year Awards banquets, and serves on the City of Oklahoma City Bond Advisory Board.
Brad and wife Ericka have four boys (Reagan, Ethan, Carter & Greyson) and a daughter (Natalie). They all enjoy snow skiing and hiking in Colorado, and the many kids sporting events each season.