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BM

Bradley A. Mendel

MENDEL MONEY MANAGEMENT
Northbrook, IL 60062
Some features on this profile are disabled
CRD#: 6894292
BM

Professional summary

Bradley Adam Mendel, CFP®, who also goes by Bradley A Mendel, is a registered financial advisor currently at MENDEL MONEY MANAGEMENT INC located in Northbrook, Illinois.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bradley has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bradley A Mendel

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) NAME OF OBA: SORA FINANCE, INC; ADDRESS OF OBA: REMOTE; NATURE: CONSULTING; INVESTMENT RELATED: YES; TITLE OR RELATIONSHIP WITH OBA: COMPANY ADVISOR; DUTIES: PROVIDE STRATEGIC BUSINESS ADVICE, ASSIST COMPANY FROM TIME TO TIME, MAKE INTRODUCTIONS TO POTENTIAL SORA PARTNERS AND CUSTOMERS; START DATE: 03/2023; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Adam Mendel'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

March 1, 2018 - Present

MENDEL MONEY MANAGEMENT INC

Office #1: 1200 Shermer Rd Ste 216, Northbrook, IL 60062
RIA
CRD#: 105974
Northbrook, 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".
MM
MENDEL MONEY MANAGEMENT INC
MENDEL MONEY MANAGEMENT INC

CRD#: 105974 / SEC#: 801-34323

RIA
Registered Investment Advisory firm - (4/24/1989 Approved)

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
(3/1/2018)
IAR
Texas
(4/27/2020)

Exams

Current Firm

MM
MENDEL MONEY MANAGEMENT INC
MENDEL MONEY MANAGEMENT INC

CRD#: 105974 / SEC#: 801-34323

RIA
Registered Investment Advisory firm - (4/24/1989 Approved)
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Contact information

Main Address
1200 Shermer Rd Ste 216, Northbrook, IL 60062
Mailing Address
Phone number
(847) 564-0970
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

08 12 2025 MMM ADV PART 2A AND 2B FINAL (8/12/2025)

Regulatory assets under management

Total Number of Accounts222
AUM (Assets Under Management)$ 301,133,763

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.

Company Information

MENDEL MONEY MANAGEMENT INC

CRD#: 105974Northbrook, IL 60062

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