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Bradley James Bierenkoven

Schwab Wealth Advisory, Inc.

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About Bradley James Bierenkoven

Bradley James Bierenkoven is a financial advisor with Schwab Wealth Advisory, Inc. Bradley is a Certified Financial Planner™ professional and has been in the financial services industry since 2017. Bradley has Series 63, 66, and 7 licenses and holds a SIE certification. Bradley is registered to provide investment advice in 24 states and the District of Columbia. Previously, Bradley was employed by CHARLES SCHWAB & CO., INC. for over a year. Bradley has a background in coaching and working with sports and physical recreation activities.

Firm Information

Bradley Bierenkoven is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

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

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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Bradley Bierenkoven’s Registration & Firm History

CO

01/10/2021 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

08/29/2017 - 11/22/2018

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 12/08/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bradley James Bierenkoven.
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