linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Michael Bratz

Andersen

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Michael Bratz

Jeffrey Bratz is a financial advisor with Andersen. Jeffrey is a Certified Financial Planner® professional with over 18 years of experience in the financial services industry. Jeffrey’s past experience includes time with Ausdal Financial Partners, First Allied Securities, and LPL Financial. Jeffrey provides financial planning services and portfolio management for individuals, businesses, trusts, and non-profit organizations.

Firm Information

Jeffrey Bratz is currently registered with Andersen. Andersen is an investment advisor with approximately $4.96 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and other entities. Andersen also publishes periodicals and selects other advisors. The firm has 46 investment advisory functions and serves a variety of clients, including high-net-worth individuals, endowments, other not-for-profit organizations, family partnerships, charitable organizations, and corporations or other businesses.
Andersen

1861 INTERNATIONAL DRIVE

MCLEAN, VA 22102

$4.96B

Assets Under Management

29

Total Clients

14

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Bratz’s Registration & Firm History

IA

10/10/2023 - Present

Andersen (DES MOINES IA)

IA

05/01/2012 - 12/05/2022

AUSDAL FINANCIAL PARTNERS, INC. (DES MOINES IA)

IA

12/01/2009 - 05/07/2012

FIRST ALLIED SECURITIES, INC. (DES MOINES IA)

IA

01/14/2004 - 12/15/2009

LPL FINANCIAL CORPORATION (DES MOINES IA)

Not sure if Jeffrey Michael Bratz is right for you?

Licenses & Designations

BC

Issued 01/31/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Michael Bratz.
Not sure if Jeffrey Michael Bratz is right for you?