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Bradford Dale Szczecinski

Creative Resources Investment Advisors LLC

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About Bradford Dale Szczecinski

Bradford Szczecinski is an investment advisor representative at Creative Resources Investment Advisors LLC, a firm registered with the state of Illinois. Bradford has been in the financial industry for over a decade, and has a broad range of experience. Bradford is registered with the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Bradford's specialties include providing financial planning, pension consulting, and selecting other advisers. Bradford is also a volunteer board member for the Northwestern Memorial Hospital Transplant Advisory Council.

Firm Information

Bradford Szczecinski is currently registered with Creative Resources Investment Advisors LLC. Creative Resources Investment Advisors LLC is a financial advisor with 5 investment advisory professionals. The firm manages $15,611,613 in total assets, of which $7,430,107 is managed on a discretionary basis and $8,181,506 is managed on a non-discretionary basis. They provide financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves high-net-worth individuals (11 clients with $10,446,308 in assets under management) and individuals other than high-net-worth (53 clients with $5,165,305 in assets under management).

$15.61M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Bradford Szczecinski’s Registration & Firm History

IL

04/03/2015 - Present

Creative Resources Investment Advisors LLC (CHICAGO IL)

NY

03/18/2015 - 07/19/2016

LEGEND SECURITIES, INC. (NEW YORK NY)

IL

08/30/2013 - 03/17/2015

NEWPORT COAST SECURITIES, INC. (CHICAGO IL)

IL

12/02/2011 - 09/30/2013

MEYERS ASSOCIATES, L.P. (CHICAGO IL)

IL

07/19/2010 - 12/01/2011

ANDERSON & STRUDWICK, INCORPORATED (CHICAGO IL)

IL

07/16/2009 - 07/15/2010

JESUP & LAMONT SECURITIES CORP (CHICAGO IL)

IL

02/22/2008 - 04/28/2009

INTEROCEAN SECURITIES LLC (CHICAGO IL)

NY

04/23/2001 - 05/07/2002

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

12/21/1992 - 01/07/1994

ESSEX NATIONAL SECURITIES, INC.

NA

07/20/1992 - 09/25/1992

EURO-ATLANTIC SECURITIES INC.

NA

10/23/1990 - 07/31/1992

PRUCO SECURITIES CORPORATION

NA

10/23/1990 - 07/31/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

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Licenses & Designations

BC

Issued 02/11/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/04/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2008

Series 7 - General Securities Representative Examination

BC

Issued 10/17/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bradford Dale Szczecinski. Review regulatory record here.
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