Brad A. Jantz
Professional summary
Brad Alan Jantz is a registered financial advisor currently at BOLTHOUSE INVESTMENT MANAGEMENT SERVICES located in Wichita, Kansas.
Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brad has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brad Alan Jantz's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2022 - Present
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
October 10, 2000 - February 10, 2009
FLAGSTONE INVESTMENTS LLC
Primary Firm SEC Registration
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD#: 148531 / SEC#: 801-73757
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2022)
(9/25/2023)
Current Firm
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD#: 148531 / SEC#: 801-73757
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 269 |
| AUM (Assets Under Management) | $ 544,820,508 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2024 | ||
| 10/27/2023 | ||
| 01/25/2023 |
Red Flags
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