Bradley Hallgren (CRD# 5959287) is an Investment Advisor Representative working at Hallgren Financial LLC in Kalamazoo, MI and has over 8 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hallgren Financial, LLC | Kalamazoo, MI | Dec 2016 - Current | 7 |
| Rbke LLC | Kalamazoo, MI | Jan 2013 - Current | 11 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2015 - Dec 2016 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- MI
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$1,527,778
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MI
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.