Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Waltz has been a financial advisor for over 28 years. Bradford began his career in the financial services industry in 1994. He has spent the past 11 years with Schwab Wealth Advisory, Inc. where he is registered as a broker and investment advisor representative. Bradford is licensed to advise clients in Indiana and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
MN
04/10/1996 - 12/13/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MO
09/07/1994 - 02/22/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NJ
02/23/1994 - 05/10/1994
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BOTH
Issued 01/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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