Bradley Van Vechten, financial advisor Bellevue WA

Bradley Van Vechten

CRD Number: 2447063
Current Firm: Private Wealth Management Solutions, LLC

Bradley Van Vechten (CRD# 2447063) is an Independent, Fee Only, Registered Investment Advisor working at Private Wealth Management Solutions, LLC in Bellevue, WA and has over 22 years of experience in the finance industry. Bradley Van Vechten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Wealth Management Solutions, LLC Bellevue, WA Apr 2013 - Current 9
Charles Schwab Bank Bellevue, WA Sep 2011 - Mar 2013 1
Charles Schwab & Company, Inc. Bellevue, WA Sep 2011 - Mar 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Dec 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $267,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, WA

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