Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Earl Pries is a financial advisor who has been in the industry since 1990. He is currently registered with Simplicity Wealth, a firm based in Summit, NJ, where he specializes in financial planning, portfolio management, and educational seminars. He has been a registered advisor in the state of Minnesota since 2022. Prior to Simplicity Wealth, Bradley has been affiliated with other firms including Thinkorswim, Inc., Mount Yale Securities, LLC, Financial Management Services, LLC, American General Securities Incorporated, and Royal Alliance Associates, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MN
11/14/2022 - Present
Simplicity Wealth (Chaska MN)
MN
02/25/2008 - 10/30/2009
THINKORSWIM, INC. (MINNEAPOLIS MN)
CO
07/29/2005 - 02/15/2008
MOUNT YALE SECURITIES, LLC (DENVER CO)
MN
02/04/2000 - 12/03/2002
FINANCIAL MANAGEMENT SERVICES, LLC (MINNEAPOLIS MN)
AZ
05/01/1997 - 08/25/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
04/05/1993 - 05/01/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/19/1990 - 11/05/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 10/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/04/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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