Bradley Magers (CRD# 6362764) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in Clarks Summit, PA and has over 5 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Parcel Service | Denver, CO | Sep 2020 - Current | 3 |
1st Financial Investment, Inc. | Clark's Summit, PA | Sep 2018 - Current | 5 |
United Parcel Service | Minneapolis, MN | Oct 2019 - Aug 2020 | < 1 |
Financial Education Partnership | Minneapolis, MN | Apr 2018 - Aug 2020 | 2 |
Ace Financial And Tax | Eden Prairie, MN | Aug 2019 - Sep 2019 | < 1 |
Eca Marketing | Eden Prairie, MN | Nov 2013 - Aug 2019 | 5 |
Magers Family Martial Arts | Jordan, MN | Feb 2006 - Aug 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$13,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CO, LA, MN, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.