Ryan Bradley, financial advisor Champaign IL

Ryan Bradley

CRD Number: 5658941
Current Firm: Holder Wealth Management

Ryan Bradley (CRD# 5658941) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Smith & Bradley Ltd. Sidney, IL Sep 2012 - Current 11
Phebus & Koester Urbana, IL Jan 2009 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Ryan R. Bradley
Phone Number: 217-398-4015
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    221
    MILLIONS
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $780,177
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, IL, TX

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