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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 Levandoski is a registered investment advisor representative for Avantax Planning Partners, Inc. Bradley is licensed in Colorado and Illinois. Bradley's firm offers advisory services for individuals, businesses, charitable organizations and pension plans. Avantax Planning Partners, Inc. has approximately $6.4 billion in assets under management. Bradley is affiliated with Avantax Planning Partners, Inc. since July 2022 and was previously employed with Topel Forman, LLC and Ellwood Associates. Bradley holds Series 65 license and passed the Uniform Investment Adviser Law Examination in September 2022.
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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IL
09/26/2022 - Present
Avantax Planning Partners, Inc. (Chicago IL)
IA
Issued 09/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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