RB
Ryan R. Bradley
HOLDER WEALTH MANAGEMENT
Champaign, IL 61821
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CRD#: 5658941
RB
Professional summary
Ryan Rumel Bradley is a registered financial advisor currently at HOLDER WEALTH MANAGEMENT located in Champaign, Illinois.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 2 firms 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.
PHEBUS & KOESTER LAW FIRM; NON INVESTMENT-RELATED; 136 WEST MAIN STREET, URBANA ILLINOIS, 61801. I AM A PARTNER LEVEL CIVIL LITIGATION ATTORNEY AND STARTED WITH THE FIRM MOST RECENTLY IN JANUARY OF 2009 BUT HAVE BEEN EMPLOYED BY THE FIRM IN NOVEMBER OF 2006 TO APRIL OF 2008 AS WELL. I DEVOTE AT LEAST 40 HOURS A WEEK TO THE LAW PRACTICE. I DEVOTE AT LEAST SEVEN HOURS PER DAY TO THE PRACTICE OF LAW DURING TRADING HOURS. I AM A LITIGATION ATTORNEY. I ARGUE IN COURT AND DRAFT LEGAL DOCUMENTS.
ADDITIONALLY I OWN SMITH & BRADLEY, LTD, WA WATCH MANUFACTURER LOCATED AT 213 SOUTH DAVID SUITE A, SIDNEY, IL, 61877. PHEBUS & KOESTER LAW FIRM; NON INVESTMENT-RELATED; 136 WEST MAIN STREET, URBANA ILLINOIS, 61801. I AM AN ASSOCIATE CIVIL LITIGATION ATTORNEY AND STARTED WITH THE FIRM MOST RECENTLY IN JANUARY OF 2009 BUT HAVE BEEN EMPLOYED BY THE FIRM IN NOVEMBER OF 2006 TO APRIL OF 2008 AS WELL. I DEVOTE AT LEAST 10 HOURS A WEEK TO THE COMPANY. I DEVOTE AT LEAST 2 HOURS PER DAY TO THE PRACTICE OF LAW DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Rumel Bradley'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®
NoneExperience
Current
September 16, 2014 - Present
HOLDER WEALTH MANAGEMENT
Office #1: 2504 Galen Drive Suite 105, Champaign, IL 61821RIA
CRD#: 170086
Champaign, IL
Past
July 28, 2009 - December 31, 2014
RUEDI HOLDER & ASSOCIATES, INC.
RIA
CRD#: 150053
CHAMPAIGN, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HOLDER WEALTH MANAGEMENT
DIVERSIFIED WEALTH ADVISORS, INC. | HOLDER WEALTH MANAGEMENT, INC. | HOLDER WEALTH MANAGEMENT
CRD#: 170086 / SEC#: 801-112398
RIA
Registered Investment Advisory firm - (2/6/2018 Approved)Illinois
Registered Investment Advisory firm - (2/6/2018 Terminated)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(9/16/2014)
Current Firm
HW
HOLDER WEALTH MANAGEMENT
DIVERSIFIED WEALTH ADVISORS, INC. | HOLDER WEALTH MANAGEMENT, INC. | HOLDER WEALTH MANAGEMENT
CRD#: 170086 / SEC#: 801-112398
RIA
Registered Investment Advisory firm - (2/6/2018 Approved)Illinois
Registered Investment Advisory firm - (2/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2504 Galen Drive Suite 105, Champaign, IL 61821
Mailing Address
Phone number
(217) 398-4015
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 291 |
| AUM (Assets Under Management) | $ 244,640,000 |
Red Flags
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Company Information
HOLDER WEALTH MANAGEMENT
CRD#: 170086Champaign, IL 61821TRUST BUT VERIFY
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