Bradley D. Kutler

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Scottsdale, AZ 85251

Some features on this profile are disabled

CRD#: 7174281

Professional summary

Bradley Daniel Kutler, who also goes by Bradley Kutler, Brad Kutler, is a registered financial advisor currently at STOKER OSTLER, A PART OF BMO FINANCIAL GROUP located in Scottsdale, Arizona.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bradley has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley Kutler | Brad Kutler

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.

Varsity Tutors; Not Investment Related, 101 S. Hanley Rd, St. Louis, Missouri, 63105; Nature of the business = Tutoring Service; position = Tutor; Relationship = Independent Contractor; Start date = 12/01/23; 10 hours per month; Number of hours devoted to other business during securities trading hours = 0; Duties relating to the other business = Tutoring CFP Content and series exam content on the Varsity Tutors platform,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Daniel Kutler'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

March 20, 2023 - Present

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Office #1: 4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251

RIA

CRD#: 111320

Scottsdale, AZ

Past

October 26, 2020 - June 6, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

October 26, 2020 - June 6, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

November 26, 2019 - June 4, 2020

EDWARD JONES

RIA

CRD#: 250

PHOENIX, AZ

Past

October 30, 2019 - June 4, 2020

EDWARD JONES

CRD#: 250

PHOENIX, AZ

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".

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

CRD#: 111320 / SEC#: 801-54265

RIA

Registered Investment Advisory firm - (4/14/1997 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

Arizona
(3/20/2023)

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: 11/22/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/8/2019

Securities Industry Essentials Examination

Current Firm

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

CRD#: 111320 / SEC#: 801-54265

RIA

Registered Investment Advisory firm - (4/14/1997 Approved)

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

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 890-8088

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STOKER OSTLER WEALTH ADVISORS INC FROM ADV PART 2A OCTOBER 2025 (10/20/2025)

Regulatory assets under management

Total Number of Accounts	4,732
AUM (Assets Under Management)	$ 3,100,176,318

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

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley D. Kutler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Daniel Kutler's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2019

Series 7TO

Date: 10/30/2019

SIE

Date: 10/8/2019

Current Firm

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors