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Bradley Taylor Mendenhall

Zacks Investment Management, Inc.

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About Bradley Taylor Mendenhall

Bradley Taylor Mendenhall is an investment advisor representative with Zacks Investment Management, Inc.. Bradley is also a registered investment advisor. Bradley has been in the securities industry since 2011. Bradley is licensed in Alaska, California, Idaho, Montana, Oregon, Washington, and Wyoming.

Firm Information

Bradley Mendenhall is currently registered with Zacks Investment Management, Inc.. Zacks Investment Management, Inc. is an investment management firm based in Chicago, Illinois. They offer a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm creates and manages quantitative investment models licensed to sponsors of UITS and ETFs. They manage over $10 billion in assets for various clients, including individuals, high net worth individuals, pension and profit sharing plans, corporations, and other investment advisors. They also offer wrap fee programs.
Zacks Investment Management, Inc.

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606

$10.56B

Assets Under Management

25

Total Clients

66

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bradley Mendenhall’s Registration & Firm History

IL

10/19/2020 - Present

Zacks Investment Management, Inc. (CHICAGO IL)

CA

03/19/2018 - 12/11/2019

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)

MN

10/19/2016 - 09/26/2017

AEI SECURITIES, INC. (ST. PAUL MN)

TX

06/02/2016 - 06/10/2016

HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)

TX

09/10/2015 - 06/10/2016

NEXBANK SECURITIES INC (DALLAS TX)

CA

01/03/2011 - 07/31/2015

SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)

CA

08/28/2009 - 10/27/2010

TNP SECURITIES, LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 10/17/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Taylor Mendenhall.
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