BZ

Bradley Paul Zwanziger

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Investment management only

Fees for advisory services are negotiable and vary based on factors such as the IAR, client location, types of securities managed, account size, and service requests. Asset-based fees range up to 2.25% for discretionary, non-discretionary, and sub-adviser advisory accounts, and up to 2.50% for all-inclusive wrap accounts. NFGI's 401K Portfolios fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%. Financial consulting fees are determined on a one-time basis and are subject to negotiation.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

1067 N. Center Point Rd, Hiawatha, IA, 52233

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2007
Final Disposition
Other Business Activities

Bradley is the owner, employee, and partner of Next Generation Wealth, LLC, an investment business. He works full-time as a financial advisor for the company.

Employment History
Current Registrations
Nations Financial Group, INC.
May 2014 - Present · 11 yrs 8 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.