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Brad Richard Metz

ARK Advisors LLC

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About Brad Richard Metz

Brad Richard Metz is a financial advisor with ARK Advisors LLC. Brad has been a financial advisor since 2006 and has experience with a variety of financial products and services. Brad is registered with the state of Illinois and Texas. Brad specializes in portfolio management for individuals and financial planning. Brad has a professional designation as a Chartered Financial Consultant. Brad also holds licenses to sell fixed insurance products.

Firm Information

Brad Metz is currently registered with ARK Advisors LLC. ARK Advisors LLC is an investment advisor with offices in [location]. The firm was formed on [date] and currently has 2 licensed agents and 2 investment adviser representatives. ARK Advisors LLC manages approximately $170,271,012 in assets for 1,024 clients. The firm specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have a diverse client base, with the majority being high-net-worth individuals and individuals other than high-net-worth.

$170.27M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Metz’s Registration & Firm History

IL

11/09/2013 - Present

ARK Advisors LLC (BLOOMINGTON IL)

IL

05/20/2013 - 01/18/2017

PURSHE KAPLAN STERLING INVESTMENTS (BLOOMINGTON IL)

IL

09/01/2011 - 05/29/2013

FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)

IL

06/01/2009 - 09/08/2011

WOODBURY FINANCIAL SERVICES, INC. (BLOOMINGTON IL)

IL

08/08/2006 - 06/03/2009

EDWARD JONES (NORMAL IL)

IL

05/29/1998 - 12/12/2001

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BOTH

Issued 04/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/28/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Richard Metz.
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