R. Brad Knowles

  • 0
  • January 5, 2016
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  • brad@heritagetrust.com
  • Managing Director, Heritage Institutional
  • Oklahoma City, OK
  • 405.608.8660

Managing Director, Heritage Institutional

Mr. 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 persistent
  • Be a leader with service and technology
  • Be excellent
  • Be product agnostic
  • Be willing to change
  • Be objective and honest

Brad’s team currently manages over $470m dollars in employer sponsored retirement plan, foundations, endowments, and family assets. 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). RPAG is the largest retirement plan advisory group in the US with plan assets totaling over $150 billion.

In April 2014, Mr. Knowles 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 focused on design, education, and implementation of plans for the firm’s institutional clients.

Mr. Knowles 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. Brad 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.

With his wife, Ericka, they have 4 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.