Bradley J. Bobb

BOBB FINANCIAL

CHATHAM, IL

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CRD#: 4270912

Professional summary

Bradley Joseph Bobb, CFP®, who also goes by Brad Bobb, is a registered financial advisor currently at BOBB FINANCIAL INCORPORATED located in Chatham, Illinois.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bradley has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Estate Planning

Retirement Planning

Employee and Employer Plan Ben...

Tax Planning

Education Planning

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

College/Education Planning

Federal Employees

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

Are you a "fiduciary"?

Yes

Aliases

Brad Bobb

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Bobb'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 17, 2017 - Present

BOBB FINANCIAL INCORPORATED

RIA

CRD#: 287849

CHATHAM, IL

Past

July 15, 2016 - April 4, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

CORALVILLE, IA

Past

January 2, 2009 - July 7, 2017

RDA FINANCIAL NETWORK

RIA

CRD#: 147309

CHATHAM, IL

Past

November 17, 2008 - July 29, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CHATHAM, IL

Past

March 19, 2008 - October 15, 2008

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

NEW ATHENS, IL

Past

March 19, 2008 - October 15, 2008

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

NEW ATHENS, IL

Past

January 12, 2007 - March 12, 2008

STONEFIELD INVESTMENT ADVISORY, INC.

RIA

CRD#: 113802

SPRINGFIELD, IL

Past

January 9, 2007 - March 6, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SPRINGFIELD, IL

Past

April 15, 2005 - January 19, 2007

INVESTMENT PLANNERS, INC.

CRD#: 18557

SPRINGFIELD, IL

Past

September 9, 2002 - March 15, 2005

COUNTRY TRUST BANK

RIA

CRD#: 109487

WAUSAU, WI

Past

September 19, 2001 - March 15, 2005

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

BLOOMINGTON, IL

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/17/2017)

IAR

Missouri
(4/6/2018)

IAR

Texas
(8/31/2018)

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: 9/6/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/18/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BOBB FINANCIAL INCORPORATED

BOBB FINANCIAL INC | BOBB FINANCIAL INCORPORATED

CRD#: 287849 / SEC#:

Illinois

Registered Investment Advisory firm - (4/17/2017 Approved)

Missouri

Registered Investment Advisory firm - (4/6/2018 Approved)

Texas

Registered Investment Advisory firm - (8/29/2018 Conditional Restricted)

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Contact information

Main Address

Chatham, IL

Mailing Address

Phone number

(217) 416-3341

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	308
AUM (Assets Under Management)	$ 60,032,880

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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Advisor Monitoring

Firm Stability Insights

Bradley J. Bobb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Bobb's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RDA FINANCIAL NETWORK

CAMBRIDGE INVESTMENT RESEARCH, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

STONEFIELD INVESTMENT ADVISORY, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

INVESTMENT PLANNERS, INC.

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2002

Series 63

Date: 9/25/2001

SIE

Date: 4/4/2017

Series 7

Date: 5/19/2008

Series 6

Date: 9/18/2001

Current Firm

BOBB FINANCIAL INCORPORATED

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOBB FINANCIAL INCORPORATED

TRUST BUT VERIFY

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