Bradley J. Hartman

HARTMAN FINANCIAL PLANNING

Santa Clarita, CA 91387

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CRD#: 5276715

Professional summary

Bradley J Hartman is a registered financial advisor currently at HARTMAN FINANCIAL PLANNING located in Santa Clarita, California.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bradley has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J Hartman'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®

None

Experience

Current

July 10, 2007 - Present

HARTMAN FINANCIAL PLANNING

Office #1: 18723 Via Princessa #1122, Santa Clarita, CA 91387

RIA

CRD#: 142122

Santa Clarita, CA

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

California
(7/10/2007)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/2007

Uniform Investment Adviser Law Examination

Current Firm

HARTMAN FINANCIAL PLANNING

HARTMAN FINANCIAL PLANNING | OPTIONS TRADING & EDUCATION, LLC

CRD#: 142122 / SEC#:

California

Registered Investment Advisory firm - (7/10/2007 Approved)

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Contact information

Main Address

18723 Via Princessa # 1122, Santa Clarita, CA 91387

Mailing Address

Phone number

(888) 367-8466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 5,000,000

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 J. Hartman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J Hartman's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARTMAN FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2007

Current Firm

HARTMAN FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HARTMAN FINANCIAL PLANNING

TRUST BUT VERIFY

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