BK
Bradley J. Kreidle
MAINLINE WEST FUND MANAGER LLC
Denver, CO 80211
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CRD#: 1755310
BK
Professional summary
Bradley James Kreidle, who also goes by Brad Kreidle, is a registered financial advisor currently at MAINLINE WEST FUND MANAGER LLC located in Denver, Colorado and MAINLINE WEST MUNICIPAL SECURITIES LLC located in Denver, Colorado.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Bradley has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Kreidle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Village Center Homeowners Association (Village Center Association) - 122 Willow Bridge Rd, Vail, CO 81657. Not investment related. Treasurer (fiduciary role). Oversees HOA financial accounts and annual budget administration. Volunteer position; non-compensated. Approximately 1-2 hours per month, outside business hours. Mainspring Partnership LLLP - 2237 W. 30th Avenue, Denver, CO 80211. Investment related. President. Manages family passive investments. Approximately 1 hour per month, during business hours. Montgomery Partners - 2237 W. 30th Avenue, Denver, CO 80211. Investment related. President. Manages family passive investments. Approximately 1 hour per month, during business hours. MainLine West, LLC - 2237 W. 30th Avenue, Denver, CO 80211. President, Investing and Management. Approximately 32 hours per week, during business hours. MainLine West Fund Manager, LLC is a wholly owned subsidiary; responsibilities include oversight of proprietary funds and private client trusts disclosed on Form ADV for MainLine West Fund Manager, LLC. MLWRE LLC - 2237 W. 30th Avenue, Denver, CO 80211. Owner of office building where MainLine West Municipal Securities, LLC and affiliated entities operate. President - Management and Operations. Approximately 5 hours per week, during business hours. Not investment related. Role commenced June 2018. Salary expenses shared between MainLine West, LLC and MainLine West Municipal Securities, LLC pursuant to an established expense-sharing agreement.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley James Kreidle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 5, 2019 - Present
MAINLINE WEST FUND MANAGER LLC
Office #1: 2237 W. 30th Avenue, Denver, CO 80211RIA
CRD#: 147532
Denver, CO
Current
December 3, 2008 - Present
MAINLINE WEST MUNICIPAL SECURITIES LLC
Office #1: 2237 W. 30th Avenue, Denver, CO 80211Office #2: 2237 W. 30th Avenue, Denver, CO 80211BD
CRD#: 148020
Denver, CO
Past
May 31, 1994 - November 1, 2007
GEORGE K. BAUM & COMPANY
BD
CRD#: 36354
DENVER, CO
Past
March 8, 1990 - May 31, 1994
GKB, INC.
BD
CRD#: 350
KANSAS CITY, MO
Past
October 11, 1989 - March 19, 1990
DBLKM INC.
BD
CRD#: 2450
Past
September 20, 1988 - September 9, 1989
SEATTLE-NORTHWEST SECURITIES CORPORATION
BD
CRD#: 10639
SEATTLE, WA
Past
December 14, 1987 - August 10, 1988
LM CONSOLIDATED FINANCIAL CORP.
BD
CRD#: 789
Past
October 21, 1987 - December 23, 1987
DIONES, BROOM, BATTREALL & BOEDEKER, INC.
BD
CRD#: 13067
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MAINLINE WEST FUND MANAGER LLC
MAINLINE WEST FUND MANAGER LLC
CRD#: 147532 / SEC#: 801-69444
RIA
Registered Investment Advisory firm - (8/20/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(6/5/2019)
RR
California(7/9/2019)
RR
Colorado(2/12/2009)
IAR
Colorado(6/11/2019)
IAR
Delaware(6/11/2019)
RR
Delaware(7/9/2019)
IAR
Florida(8/8/2019)
RR
Florida(8/27/2019)
IAR
Georgia(7/15/2019)
RR
Georgia(7/25/2019)
IAR
Illinois(6/11/2019)
RR
Illinois(9/13/2019)
RR
Massachusetts(5/24/2019)
IAR
Massachusetts(8/6/2019)
RR
Michigan(4/9/2019)
IAR
Michigan(6/11/2019)
RR
New Jersey(4/29/2019)
IAR
New Jersey(6/12/2019)
RR
New York(4/8/2019)
RR
Pennsylvania(2/19/2009)
IAR
Pennsylvania(6/11/2019)
IAR
Texas(4/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MAINLINE WEST FUND MANAGER LLC
MAINLINE WEST FUND MANAGER LLC
CRD#: 147532 / SEC#: 801-69444
RIA
Registered Investment Advisory firm - (8/20/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2237 W. 30th Avenue, Denver, CO 80211
Mailing Address
Phone number
(720) 536-3380
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 1,681,945,178 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
