Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Bradley is a financial advisor at Forum Financial Management, LP, a firm that manages over $8.5 billion in assets. Christian has been with the firm since 2021. He has a Series 65 license and is a Certified Financial Planner. Christian has experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. He is also registered with the state of Kansas and Texas as an investment advisor representative. Christian is committed to providing his clients with personalized financial advice that helps them achieve their goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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KS
04/18/2023 - Present
Forum Financial Management, LP (Prairie Village KS)
IA
Issued 08/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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