Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Christopher Neumann is an investment advisor representative registered with Trumbower Financial Advisors LLC, based in Bethesda, MD. Brad has been in the industry since November 2003, holding Series 7 and Series 66 licenses, and is a Chartered Financial Analyst. Brad has worked at various financial institutions, including H.D. Vest Investment Services and Waddell & Reed, Inc. Brad's background and experience can provide a comprehensive approach to investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
11/21/2011 - Present
Trumbower Financial Advisors LLC (BETHESDA MD)
WI
01/10/2005 - 06/20/2011
H.D. VEST INVESTMENT SERVICES (MADISON WI)
KS
11/13/2003 - 01/14/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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