Bradley J. Hunter

FIDUCIARY FINANCIAL ADVISORS

Grand Rapids, MI 49503

Some features on this profile are disabled

CRD#: 5381437

Professional summary

Bradley Jay Hunter, who also goes by Brad Hunter, Bradley J Hunter, Bradley Hunter, is a registered financial advisor currently at FIDUCIARY FINANCIAL ADVISORS located in Grand Rapids, Michigan.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bradley has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Hunter | Bradley J Hunter | Bradley Hunter

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.

1) CONDOMINIUM RENTAL, INVESTMENT RELATED, GLEN ARBOR, MI, OWNER, COLLECT RENT, MAINTAIN RESIDENCE, 1H/WEEK, SINCE 04/2020. 2) NAME OF OTHER BUSINESS: CITY OF EAST GRAND RAPIDS; INVESTMENT RELATED: NO; ADDRESS: 750 LAKESIDE DR SE, GRAND RAPIDS, MI 49506; NATURE OF BUSINESS: CITY COMMISSIONER; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: CITY COMMISSIONER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: TWICE A MONTH PARTICIPATION IN CITY MEETINGS, HEARING PROPOSALS, VOICING INPUT AND VOTING ON MOTIONS FOR OFFICIAL CITY BUSINESS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Hunter's CRS (Customer Relationship Summary).

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

October 30, 2024 - Present

FIDUCIARY FINANCIAL ADVISORS

Office #1: 124 Fulton St. East Suite 200, Grand Rapids, MI 49503

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(10/30/2024)

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 66

Date: 11/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2007

General Securities Representative Examination

Current Firm

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

124 Fulton St. East Suite 200, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 622-3062

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	2,035
AUM (Assets Under Management)	$ 1,165,890,928

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
10/16/2024	Cover Page	Report

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.

Similar Advisors

Scott Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

IAR

GRAND RAPIDS, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley J. Hunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Hunter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA FINANCIAL SPECIALISTS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FIDUCIARY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2007

Current Firm

FIDUCIARY FINANCIAL ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY FINANCIAL ADVISORS

TRUST BUT VERIFY

Similar Advisors