Bradley Ward, financial advisor Grand Rapids MI
90 score

Bradley Ward

CRD Number: 6223693
Current Firm: Lifeworks Advisors, LLC

Bradley Ward (CRD# 6223693) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lifeworks Advisors, LLC Grand Rapids, MI Jul 2017 - Current < 1
Mass Mutual Life Insurance Company Grand Rapids, MI Nov 2016 - Jul 2017 < 1
Mml Investors Services Grand Rapids, MI Nov 2016 - Jul 2017 < 1
Northwestern Mutual Wealth Management Company Grand Rapids, MI Nov 2015 - Nov 2016 1
Northwestern Mutual Investment Services LLC Grand Rapids, MI Oct 2015 - Nov 2016 1
Wells Fargo Advisors East Lansing, MI Jul 2013 - Sep 2015 2
Cardinal Investment Advisors Clayton, MO Jan 2011 - Jun 2013 2
Brad Ward LLC East Lansing, MI Oct 2006 - Dec 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Bradley I. Ward
Phone Number: (616) 200-6512
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

MI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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