Bradley Glotzbach, financial advisor Louisville KY

Bradley Glotzbach

CRD Number: 2393997
Current Firm: Atlas Brown
Bradley Glotzbach (CRD# 2393997) is an Investment Advisor Representative working at Atlas Brown in Louisville, KY and has over 21 years of experience in the finance industry.
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Company Name Location Dates Years
Atlas Brown Louisville, KY Sep 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S65 NASAA Investment Advisors Law Examination Jun 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Bradley A. Glotzbach
By the Numbers
  • Total Assets Under Management
    430
    MILLIONS
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $420,065
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, IL, IN, KY, LA, OH, TN, TX

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