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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Goodman is a financial advisor with Savant Wealth Management. Bradley has been in the industry since 2006 and has worked at several firms before joining Savant Wealth Management. He has a broad range of experience in the financial industry, including experience with portfolio management for individuals and businesses. Bradley is registered as an investment advisor representative in Colorado and Illinois. He holds a Series 3, 4, 7, 24, 52, 53, 66 and 99 securities licenses.
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.
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
IL
05/28/2024 - Present
Savant Wealth Management (ROCKFORD IL)
CO
02/27/2024 - 05/20/2024
PRAXESS SECURITIES, LLC (Greenwood CO)
CO
07/06/2015 - 02/23/2024
WILLIAM BLAIR (DENVER CO)
IL
08/07/2014 - 06/22/2015
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
10/07/2008 - 02/18/2014
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IL
08/08/2007 - 09/25/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
CO
01/05/2006 - 03/29/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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