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Bradley Daniel Kutler

Stoker Ostler, A Part OF BMO Financial Group

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About Bradley Daniel Kutler

Bradley Kutler is a financial advisor with Stoker Ostler, A Part OF BMO Financial Group in SCOTTSDALE, AZ. Bradley has been in the financial industry since 2019 and holds the Series 66, Series 7TO and SIE licenses. Bradley's experience includes positions with Vanguard Marketing Corporation, Edward Jones and Cognizant Technology Solutions. Bradley specializes in providing financial planning and portfolio management services to individuals and charitable organizations. Bradley is a Certified Financial Planner (CFP).

Firm Information

Bradley Kutler is currently registered with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler is a wealth management firm based in Scottsdale, Arizona, that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is a part of BMO Financial Group and has over 9 investment adviser representatives. They manage over $2.5 billion in regulatory assets under management.
Stoker Ostler, A Part OF BMO Financial Group

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$2.56B

Assets Under Management

Not reported

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Bradley Kutler’s Registration & Firm History

AZ

03/20/2023 - Present

Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)

AZ

10/26/2020 - 06/06/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

10/30/2019 - 06/04/2020

EDWARD JONES (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 11/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Daniel Kutler.
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