Unclaimed
Bradley Marx is a financial professional with over 20 years of experience in the industry. Bradley is a Registered Representative and Investment Advisor Representative at State Farm Investment Management Corp., where Bradley has been employed since 2012. Bradley is licensed in Colorado, Florida, Maryland, and Wisconsin. Bradley holds the Series 6, Series 63, and SIE licenses. Bradley is also a Chartered Financial Consultant. Bradley is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. Bradley's office is located in Fond du Lac, WI and also has offices in Mayville, WI.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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WI
08/20/2018 - Present
State Farm Investment Management Corp. (Fond Du Lac WI)
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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