Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor earns commissions from securities transactions through Private Client Services, LLC. These commissions may be higher or lower than those charged by other broker-dealers. Types of commissions include those earned from buying or selling equity securities, mutual fund 12b-1 commissions, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

1605 West Colonial Parkway, Inverness, IL, 60067

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bradley is a property manager for BDJV Properties LLC, spending minimal time on it. He also works nearly full-time for VestGen Advisors, LLC, a registered investment advisor.

Employment History
Current Registrations
Private Client Services, LLC Broker
December 2024 - Present · 1 yr 1 mo
Vestgen Advisors, LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
LPL Financial LLC
November 2019 - December 2024 · 5 yrs 1 mo
LPL Financial LLC Broker
November 2019 - December 2024 · 5 yrs 1 mo
Efg Advisors, LLC
May 2013 - March 2014 · 10 mos
Valmark Advisers, INC.
July 2012 - November 2019 · 7 yrs 4 mos
Valmark Securities, INC.Broker
July 2012 - November 2019 · 7 yrs 4 mos
Woodbury Financial Services, INC.
May 2006 - July 2012 · 6 yrs 2 mos
Woodbury Financial Services, INC.Broker
February 2006 - July 2012 · 6 yrs 5 mos
Allstate Financial Services, LLCBroker
April 2003 - February 2006 · 2 yrs 10 mos
Scudder Distributors, INC.Broker
August 1995 - April 2003 · 7 yrs 8 mos
State Registrations25 states
ARAZCACODEFLGAILINKYMAMEMIMNMONCNHOHPASCTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.