Bradford Rowe (CRD# 6764490) is an Investment Advisor Representative working at Cuso Financial Services in Walker, MI and has over 7 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Dec 2022 - Current | 1 |
Consumers Credit Union | Grand Rapids, MI | Dec 2022 - Current | 1 |
Fidelity | Grand Rapids, MI | Jun 2020 - Dec 2022 | 2 |
Wells Fargo Clearing Services LLC | Colorado Springs, CO | Jul 2018 - Jun 2020 | 1 |
Usaa Financial Planning Services | Colorado Springs, CO | Feb 2017 - Jun 2018 | 1 |
Usaa Financial Advisors Inc. | Colorado Springs, CO | Feb 2017 - Jun 2018 | 1 |
Usaa Investment Management Company | San Antonio, TX | Feb 2017 - Jun 2018 | 1 |
Dan Lewis State Farm Agency | Colorado Springs, CO | May 2016 - Feb 2017 | < 1 |
Vast | Marquette, MI | Oct 2015 - Apr 2016 | < 1 |
Lowe's | Marquette, MI | Apr 2014 - Oct 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2017 |
S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- MI
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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