Brad Hellman, financial advisor Louisville KY

Brad Hellman

CRD Number: 6987816
Current Firm: Access Wealth Management, Inc.

Brad Hellman (CRD# 6987816) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has 1 year of experience in the finance industry. Brad Hellman 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.

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Professional Designations
Company Name Location Dates Years
Access Wealth Management Louisville, KY Nov 2015 - Current 8
Icap Energy Louisville, KY Jan 1997 - Oct 2015 18

Brad Hellman has no recent exams reported.
Contact Info for Brad W. Hellman
Phone Number: 502-292-5500
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    804
    ACCOUNTS
  • Average Account Value
    $310,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, IN, KY, OH

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