Unclaimed
Bradley Mazola is a financial advisor with Johnson Wealth Inc. in Milwaukee, Wisconsin. Bradley has been a registered investment advisor for over 20 years. He holds Series 6, 7, 63 and 65 licenses and has experience in various areas of financial planning including individual and business portfolio management, pension consulting, and selection of other advisors. Prior to joining Johnson Wealth Inc., Bradley worked at PNC Investments, U.S. Bancorp Investments, Inc., Strong Investments, Inc., PFIC Securities Corporation and B. C. Ziegler and Company.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
05/08/2024 - Present
Johnson Wealth Inc. (MILWAUKEE WI)
WI
02/16/2011 - 12/06/2018
PNC INVESTMENTS (MILWAUKEE WI)
WI
03/03/2006 - 04/16/2009
U.S. BANCORP INVESTMENTS, INC. (BROOKFIELD WI)
WI
02/06/2002 - 03/16/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
TN
01/04/2002 - 01/22/2002
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IL
01/19/2001 - 10/26/2001
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
02/20/1997 - 01/16/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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