BP
Bradford J. Pinter
STONEBRIDGE FINANCIAL GROUP
Grand Rapids, MI 49546
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CRD#: 2234259
BP
Professional summary
Bradford James Pinter, AIF®, ChFC® is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP located in Grand Rapids, Michigan and OSAIC WEALTH, INC. located in Grand Rapids, Michigan.
Bradford is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Bradford has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) 14 BATAVIA, LLC; NOT INVESTMENT RELATED 30 Mayfair Dr, GRAND RAPIDS, MI 49503; REAL ESTATE HOLDING COMPANY; MANAGING MEMBER;3/1/2013; LESS THAN 2 HRS/MONTH;0 HRS DURING TRADING; PROPERTY MANAGEMENT 2) APPOINTMENT WITH MULTIPLE CARRIERS NOT INVESTMENT RELATED; 3333 Deposit Dr., STE 220, Grand Rapids, MI / 159 N. Sangamon St. STE 200, Chicago, IL 60607; INSURANCE; PRESIDENT;6/4/2013; LESS THAN 5; APPROX 1 HR/WEEK; INSURANCE SERVICES 3) COLEMAN & HUGHES; INVESTMENT RELATED; 5380 CASCADE RD, STE. 300, GRAND RAPIDS, MI 49546; EMPLOYEE BENEFITS (OTHER THAN RETIREMENT PLANS); ALLIANCE/REFERRAL RELATIONSHIP; 2/2014; 5-10 HRS/MONTH;5-10 HRS DURING TRADING; ADVISE CLIENTS IN THE AREA OF RETIREMENT PLANS 4) Stonebridge Financial Group; investment related; 3333 Deposit Dr STE 220 Grand Rapids, MI & 159 N. Sangamon St, STE 200 Chicago, IL; president;5/1/2016;100 hrs/month;5 hrs during trading; consulting related to retirement plans and individual portfolio management.
CRS (Client Relationship Summary) - RIA
Click below to view Bradford James Pinter'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®
Experience
Current
January 1, 2013 - Present
STONEBRIDGE FINANCIAL GROUP
Office #1: 3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546RIA
CRD#: 166251
Grand Rapids, MI
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 3333 Deposit Drive Suite 220, Grand Rapids, MI 49546Office #2: 159 N. Sangamon St Suite 200, Chicago, IL 60607RIA
BD
CRD#: 23131
GRAND RAPIDS, MI
Past
September 6, 2013 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
GRAND RAPIDS, MI
Past
October 5, 2011 - March 3, 2014
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
CHICAGO, IL
Past
August 18, 2011 - September 19, 2011
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
KENTWOOD, MI
Past
May 5, 2010 - December 16, 2011
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
May 4, 2010 - September 6, 2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
GRAND RAPIDS, MI
Past
April 9, 2010 - May 6, 2010
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
GRAND RAPIDS, MI
Past
June 14, 2004 - May 6, 2010
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
GRAND RAPIDS, MI
Past
May 18, 1992 - December 31, 1992
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
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".
SF
STONEBRIDGE FINANCIAL GROUP
GLOBAL FINANCIAL GROUP ADVISORS | STONEBRIDGE FINANCIAL GROUP | GLOBAL FINANCIAL GROUP ADVISORS LLC D/B/A STONEBRIDGE FINANCIAL | GLOBAL FINANCIAL GROUP ADVISORS LLC
CRD#: 166251 / SEC#: 801-110584
RIA
Registered Investment Advisory firm - (5/30/2017 Approved)Illinois
Registered Investment Advisory firm - (5/30/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/27/2017 Terminated)Texas
Registered Investment Advisory firm - (6/26/2017 Terminated)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
RR
Georgia(12/5/2024)
IAR
Illinois(2/14/2013)
RR
Illinois(8/23/2024)
RR
Indiana(8/23/2024)
IAR
Michigan(1/31/2013)
RR
Michigan(8/23/2024)
RR
Nevada(8/23/2024)
IAR
Texas(1/1/2013)
RR
Texas(8/23/2024)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
STONEBRIDGE FINANCIAL GROUP
GLOBAL FINANCIAL GROUP ADVISORS | STONEBRIDGE FINANCIAL GROUP | GLOBAL FINANCIAL GROUP ADVISORS LLC D/B/A STONEBRIDGE FINANCIAL | GLOBAL FINANCIAL GROUP ADVISORS LLC
CRD#: 166251 / SEC#: 801-110584
RIA
Registered Investment Advisory firm - (5/30/2017 Approved)Illinois
Registered Investment Advisory firm - (5/30/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/27/2017 Terminated)Texas
Registered Investment Advisory firm - (6/26/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546
Mailing Address
Phone number
(855) 530-0500
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 766 |
| AUM (Assets Under Management) | $ 652,339,848 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STONEBRIDGE FINANCIAL GROUP
CRD#: 166251Grand Rapids, MI 49546TRUST BUT VERIFY
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