Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames August Bradle is a financial advisor registered in Wisconsin with Gateway Wealth Partners, LLC. James has been in the financial services industry since January 24, 1988. James has a wide range of experience in the industry, having worked for several firms in various roles. James is committed to providing personalized financial advice to help clients achieve their financial 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.
Helps you choose top advisors aligned with your financial goals.
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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WI
10/28/2024 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
WI
10/11/2010 - 02/14/2018
SII INVESTMENTS, INC. (LAONA WI)
WI
10/15/2003 - 10/13/2010
KCD FINANCIAL, INC. (MINOCQUA WI)
MA
10/28/2002 - 09/26/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
06/13/2002 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
WI
02/20/2001 - 12/31/2001
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
11/23/1999 - 02/13/2001
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
MN
09/03/1997 - 11/05/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
02/14/1995 - 08/14/1997
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
MN
01/03/1995 - 02/15/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/01/1995 - 02/15/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MO
05/21/1993 - 11/08/1994
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
02/23/1993 - 05/04/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MO
01/25/1991 - 03/02/1993
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
11/29/1989 - 12/14/1990
PAMCO SECURITIES AND INSURANCE SERVICES
NA
11/28/1989 - 12/06/1990
GAF FINANCIAL AND INSURANCE SERVICES
CA
02/26/1987 - 12/06/1989
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 01/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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