Bradley William Clark
Professional Summary
Bradley William Clark is a registered financial advisor currently at PALADIN WEALTH PARTNERS located in Clive, Iowa. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bradley has worked at 3 firms and has passed the Series 63, Series 79 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
PALADIN ADVISORY GROUP, LLC | PALADIN WEALTH PARTNERS, LLC | PALADIN WEALTH PARTNERS
Contact Information
Main Address
13375 University Avenue, Suite 300, Clive, IA 50325Phone Number
(515) 348-6080# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
298AUM (Assets Under Management)
$279,780,412Similar Advisors
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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.
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Primary Firm SEC Registration
PALADIN ADVISORY GROUP, LLC | PALADIN WEALTH PARTNERS, LLC | PALADIN WEALTH PARTNERS
State Registrations and Notice Filings
(11/15/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2011About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bradley William Clark's CRS (Customer Relationship Summary).
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PRINCIPAL SECURITIES, INC.
