Bradley K. Maikranz

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CRD#: 2816423

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradley Kenneth Maikranz, who also goes by Brad Maikranz, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 1996. Bradley had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Brad Maikranz

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.

INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 2189 E. PRESLEY DRIVE, HAUBSTADT, IN 47639, BEGAN JANUARY 2006, 80 HRS/MO & 80 HRS/MO DURING TRADING HRS,SALES & SERVICE OF FIXED ANNUITIES /USE DBA OF MAIKRANZ WEALTH & RETIREMENT PLANNING FOR INSURANCE AND SECURITIES BUSINESS /COLONIAL ASSISTED LIVING, NOT INVESTMENT RELATED,1622 S.HART STREET RD,VINCENNES, IN 47591,assisted living facility, CFO and 50 % owner, began 1/1/2016,10-12 hrs/mo/ 0 hrs/mo during trading, handle all accounting functions/ OWNER OF RENTAL PROPERTIES 1) 1401 ADAMS AVE, EVANSVILLE IN 47714 2) 1433 OLIVE ST, EVANSVILLE IN 47714 3) 1429 OLIVE ST, EVANSVILLE, IN 47714 -OWN VACANT LOT AT THIS ADDRESS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 20, 2012 - June 16, 2025

LIFEMARK SECURITIES CORP.

RIA

CRD#: 16204

HAUBSTADT, IN

Past

June 15, 2012 - June 16, 2025

LIFEMARK SECURITIES CORP.

CRD#: 16204

HAUBSTADT, IN

Past

January 31, 2006 - June 19, 2012

OAKBRIDGE FINANCIAL SERVICES

RIA

CRD#: 16323

HAUBSTADT, IN

Past

January 31, 2006 - June 19, 2012

OAKBRIDGE FINANCIAL SERVICES

CRD#: 16323

HAUBSTADT, IN

Past

May 12, 2005 - September 30, 2005

SPC

RIA

CRD#: 110692

HAUBSTADY, IN

Past

May 4, 2005 - September 30, 2005

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

February 23, 2005 - March 10, 2005

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

EVANSVILLE, IN

Past

February 25, 2000 - March 10, 2005

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

December 11, 1996 - February 25, 2000

WEDGEWOOD PARTNERS, INC.

CRD#: 21923

ST. LOUIS, MO

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".

LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA

Registered Investment Advisory firm - SEC (10/17/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/21/2003

General Securities Principal Examination

Current Firm

LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA

Registered Investment Advisory firm - SEC (10/17/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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Contact information

Main Address

400 West Metro Park, Rochester, NY 14623

Mailing Address

400 West Metro Park, Rochester, NY 14623

Phone number

(585) 424-5672

Established

New York since 04/04/1983

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

SEC notice filing (46 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE 2A (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
KALINOWSKI, ANDREW JOSEPH	VP / BOARD MEMBER/SECRETARY	263409
MICCICHE, VINCENT JR	TREASURER/ FINOP/PFO/POO	702149
PRISCO, JAMES JOSEPH	CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER	2653402
PRISCO, JAMES JOSEPH	PRESIDENT / BOARD MEMBER	2653402
GEORGIEV, ALEXANDRE JR.	CCO OF THE RIA / DIRECTOR OF OPERATIONS	5307830

Regulatory assets under management

Total Number of Accounts	2,021
AUM (Assets Under Management)	$ 461,475,636

Disclosures

Regulatory Event	2
Arbitration	3

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.

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Bradley K. Maikranz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LIFEMARK SECURITIES CORP.

OAKBRIDGE FINANCIAL SERVICES

OAKBRIDGE FINANCIAL SERVICES

SPC

SIGMA FINANCIAL CORPORATION

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

WEDGEWOOD PARTNERS, INC.

Primary Firm SEC Registration

LIFEMARK SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2004

Series 63

Date: 1/20/1997

SIE

Date: 10/1/2018

Series 7

Date: 12/10/1996

Series 24

Date: 8/21/2003

Current Firm

LIFEMARK SECURITIES CORP.

Contact information

SEC notice filing (46 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

LIFEMARK SECURITIES CORP.

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