Unclaimed
Bradley Gempeler has over 24 years of experience in the financial services industry. Bradley is a Registered Representative and Investment Advisor Representative. Bradley's firm, &partners, has a strong reputation in the industry. &partners provides portfolio management for individuals, businesses, and pension plans. &partners also offers a variety of other services such as financial planning, selection of other advisors, educational seminars, and portfolio manager selection. &partners has approximately $1 billion - $10 billion in assets under management and manages over 3,000 client accounts.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
05/03/2024 - Present
&partners (Buffalo Grove IL)
IL
10/18/1999 - 05/09/2024
WELLS FARGO CLEARING SERVICES, LLC (BARRINGTON IL)
IA
Issued 03/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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