linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Andrew Glotzbach

Atlas Brown

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Andrew Glotzbach

Bradley Glotzbach is a financial advisor associated with Atlas Brown, located in Louisville, KY. Bradley has been in the financial services industry for over 20 years and has a broad range of experience with financial planning, portfolio management, and selection of other advisors. Bradley’s client base consists of both individuals and businesses, including high-net-worth individuals, charitable organizations and corporations.

Firm Information

Bradley Glotzbach is currently registered with Atlas Brown. Atlas Brown is an investment advisor headquartered in LOUISVILLE, KY, United States. The firm has 7 investment adviser representatives and manages approximately $455,213,189 in regulatory assets. Atlas Brown provides financial planning, portfolio management for businesses and individuals, and selection of other advisers. They primarily serve individuals other than high-net-worth individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Their website is HTTPS://WWW.ATLASBROWN.COM.
Atlas Brown

333 EAST MAIN STREET

LOUISVILLE, KY 40202-1259

$455.21M

Assets Under Management

17

Total Clients

6

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Glotzbach’s Registration & Firm History

KY

06/24/2010 - Present

Atlas Brown (LOUISVILLE KY)

OH

09/05/2003 - 12/31/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

06/21/2002 - 08/08/2003

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

CA

05/02/2001 - 04/18/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

04/11/1997 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

MN

01/04/1995 - 03/06/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/04/1995 - 03/06/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Bradley Andrew Glotzbach is right for you?

Licenses & Designations

IA

Issued 06/23/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bradley Andrew Glotzbach. Review regulatory record here.
Not sure if Bradley Andrew Glotzbach is right for you?