Unclaimed
Bradley Robert Fritz is a financial advisor who has been active in the industry since 2020. Bradley Robert Fritz has a Series 7TO, Series 66, and SIE. Bradley Robert Fritz is currently registered with Empower Advisory Group, LLC and has a branch office in Fountain City, WI and GREENWOOD VILLAGE, CO. Bradley Robert Fritz has previously been registered with Northwestern Mutual Investment Services, LLC. Bradley Robert Fritz specializes in retirement planning, college savings, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/05/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
WI
04/05/2021 - 01/13/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
BOTH
Issued 10/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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