Brad Thompson

 

With over 25 years of experience in financial services, Brad Thompson brings seasoned expertise and a disciplined approach to wealth management. He has guided clients through some of the most turbulent markets in recent history—including the dot-com crash, the Great Recession, and the COVID-19 pandemic— by staying focused on what matters most: risk management over return chasing.

Brad's core investment philosophy is simple but powerful:

“Minimizing losses is more important to the ultimate success of an investment plan than maximizing gains.”

This belief is backed by the wisdom of Benjamin Graham, mentor to Warren Buffett, and echoed in every portfolio Brad builds. If you can't confidently answer “Are your investments prepared for the next downturn?”—then it's time to start a conversation.

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Brad founded NuVista Financial Services LLC in 2011 as an independent firm focused on client-first financial planning. Before that, he spent nine years as a Senior Consultant to Financial Advisors at Van Kampen Investments (now Invesco) and worked as a tax professional—equipping him with a dynamic lens on both asset management and tax efficiency.

 

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“I can’t change the wind, but I can adjust the sails.”

At NuVista Financial, we prepare clients for uncertainty and help them stay on course—no matter how markets shift.

Education & Community

Brad holds a B.S. in Finance from Northern Illinois University. He serves on the board of The Learning Vine, a parent partnership co-school in Naperville, where he also teaches History (Discovering America), Economics, and Government to students ranging from middle to high school.

Personal Life

Brad and his wife of 27 years live in Plainfield, Illinois, where they’ve raised three children and a menagerie of pets. Growing up, Brad was surrounded by animals—horses, birds, a pony, dogs, and cats.

He also hails from the town that invented duct tape — a fitting connection, since he believes every financial plan should be as durable, adaptable, and dependable as the tool itself.

Hobbies & Interests

When he's not managing client portfolios or teaching the next generation, Brad can be found:

• Enjoying time with his family, building a legacy

• Sharpening his skills in table tennis

• Playing disc golf

• Producing media projects

• Studying history and tracking markets with the same curiosity and intensity he's had since day one

If you’re ready to put risk management at the center of your plan, let’s talk next steps.

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