Unclaimed
Bradley Manthey is a financial advisor with LPL Financial LLC. Bradley has been in the financial industry since 1993 and is registered with the state of Kentucky. Bradley has a Series 7, 8, 24, 63 and SIE licenses. Bradley's professional experience includes roles with Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
Consulting and other non-discretionary advisory services
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.
1
2
KY
03/12/2015 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
02/07/1999 - 01/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
MN
02/07/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
09/02/1993 - 01/14/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 09/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/05/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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