Unclaimed
Bradley Schlang is a financial advisor who has been in the industry since 1996. Bradley is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Bradley has a wide range of experience, including working with individuals, businesses, and charitable organizations. Bradley has also served on numerous boards and committees, including the Wingspan Care Group, the Bellefaire JCB, and the Breakthrough Charter Schools.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (MAYFIELD HTS OH)
OH
07/15/2005 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
IN
07/08/1996 - 07/20/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/08/1996 - 07/20/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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