Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley J. Punke is a financial advisor with Avantax Advisory Services. Bradley has been in the financial services industry since 1999 and has a strong background in both investment advisory and broker-dealer services. Bradley is registered with FINRA and the state of Illinois, and is also a Certified Public Accountant. Prior to joining Avantax Advisory Services, Bradley worked for 1st Global Capital Corp. Bradley is dedicated to helping clients achieve their financial goals through comprehensive financial planning, investment management, and insurance services.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
01/25/2024 - Present
Avantax Advisory Services (SPRINGFIELD IL)
IL
09/18/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SPRINGFIELD IL)
BOTH
Issued 09/18/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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