Zachary W. Bradford
Professional summary
Zachary Wayne Bradford, CFP®, who also goes by Zachary Wayne Bradford, Zach Bradford, Zachary W Bradford, Zachary Bradford, is a registered financial advisor currently at TENET RETIREMENT SERVICES LLC located in Chesterfield, Missouri.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Zachary has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Wayne Bradford's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
August 11, 2022 - Present
TENET RETIREMENT SERVICES LLC
January 7, 2022 - May 31, 2022
CREATIVE PLANNING
December 9, 2020 - March 28, 2022
PARADIGM FINANCIAL ADVISORS LLC
March 6, 2018 - November 12, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 7, 2015 - April 27, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/11/2022)
(7/23/2024)
Exams
Current Firm
TENET RETIREMENT SERVICES LLC
CRD#: 321650 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 25,992,810 |
Red Flags
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