Sophia Bradshaw (CRD# 7143839) is an Investment Advisor Representative working at Tower View Wealth Management LLC in Chicago, IL and has over 4 years of experience in the finance industry. Sophia Bradshaw 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tower View Investment Management & Research LLC | Milwaukee, WI | Dec 2020 - Current | 3 |
| Robert W. Baird | Milwaukee, WI | Jun 2019 - Dec 2020 | 1 |
| University Of Wisconsin- Madison | Madison, WI | Sep 2015 - May 2019 | 3 |
| Homestead | Mequon, WI | Sep 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- CA
- CO
- FL
- IL
- MN
- NH
- TX
- WI
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Total Assets Under Management244MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$1,232,695
- 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
CA, CO, FL, IL, MN, NH, TX, WI
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