Brad Metz (CRD# 3037176) is an Investment Advisor Representative working at Ark Advisors LLC in Bloomington, IL and has over 17 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 1743751
Cetera Investment Advisers LLC
CRD# 1882111
Nepsis, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ark Advisors LLC | Bloomington, IL | May 2013 - Current | 11 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- IL
- TX
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts919ACCOUNTS
-
Average Account Value$119,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
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