Patrick T. Bradley
Professional summary
Patrick Thomas Bradley, ChFC®, CLU®, who also goes by Patrick Bradley, is a registered financial advisor currently at MYFAMILYCFO, INC. located in Wausau, Wisconsin.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Patrick has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Thomas Bradley's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2011 - Present
MYFAMILYCFO, INC.
Office #1: 500 N. 3rd Street, Suite 208-6, Wausau, WI 54403-4800April 13, 2004 - October 25, 2010
STEELE CAPITAL MANAGEMENT, INC.
April 13, 2004 - April 26, 2018
WHALEN CAPITAL, INC.
December 15, 2003 - September 23, 2011
THE O.N. EQUITY SALES COMPANY
May 1, 1986 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
July 3, 1984 - December 19, 2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/5/2011)
Exams
Current Firm
MYFAMILYCFO, INC.
CRD#: 159400 / SEC#:
Contact information
Red Flags
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Company Information
MYFAMILYCFO, INC.
CRD#: 159400Wausau, WI 54403-4800TRUST BUT VERIFY
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