Justin Ladden, financial advisor Birmingham AL

Justin Ladden

CRD Number: 5364628
Current Firm: Kreativ Retirement Plan Solutions

Justin Ladden (CRD# 5364628) is an Investment Advisor Representative working at Kreativ Retirement Plan Solutions in Birmingham, AL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kreativ Retirement Plan Solutions, LLC Vestavia, AL Sep 2017 - Current 6
Bcr Wealth Strategies Vestavia, AL Jan 2015 - Current 9
Mml Investors Services Inc. Birmingham, AL Jul 2008 - Jan 2015 6
Massmutual Life Insurance Company Birmingham, AL Feb 2008 - Jan 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Justin R. Ladden
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $2,210,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL

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