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Bradley Kenneth Maikranz

Lifemark Securities Corp.

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About Bradley Kenneth Maikranz

Bradley Maikranz is a registered representative of Lifemark Securities Corp. and has been in the industry since June 4, 1997. Bradley has worked for several firms over the years, including Forsyth Securities, Inc. and Sigma Financial Corporation. Bradley is also an independent insurance agent and the owner of rental properties. Bradley is a Series 7, Series 63, Series 65, and Series 24 licensed individual advisor. Bradley's current registrations include Indiana for both Broker-Dealer and Investment Advisor.

Firm Information

Bradley Maikranz is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Maikranz’s Registration & Firm History

IN

06/20/2012 - Present

Lifemark Securities Corp. (HAUBSTADT IN)

IN

01/31/2006 - 06/19/2012

FORSYTH SECURITIES, INC. (HAUBSTADT IN)

MI

05/04/2005 - 09/30/2005

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

OH

02/25/2000 - 03/10/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

MO

12/11/1996 - 02/25/2000

WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 03/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Bradley Kenneth Maikranz. Review regulatory record here.
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