Bradley Meister, financial advisor Napoleon OH
64 score

Bradley Meister

CRD Number: 1253644
Current Firm: Kovack Advisors, Inc.
Compensation Model: Both
Bradley Meister (CRD# 1253644) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Napoleon, OH and has over 16 years of experience in the finance industry. Bradley Meister 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Kovack Securities, Inc. Fort Lauderdale, FL Feb 2008 - Current 8
Kovack Advisors, Inc. Fort Lauderdale, FL Feb 2008 - Current 8
Thrivent Financial Bank Napoleon, OH Sep 2003 - Oct 2007 4
Thrivent Investment Management Inc. Napoleon, OH Jul 2002 - Oct 2007 5
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Oct 2007 5
Lutheran Brotherhood Securities Corp. Minneapolis, WY Apr 1983 - Mar 2002 18
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jun 1994
S66 NASAA Uniform Combined State Law Examination Aug 1999
S24 General Securities Principal Examination (GP) Feb 2008
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Bond
Get Details on the FINRA Advisor Check site
Contact Info for Bradley E. Meister
Phone Number: (419) 592-5059
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    1,317
    MILLIONS
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $246,011
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

Bradley Meister is a registered representative of and offers securities through Kovack Securities, Inc.  Advisory services offered thorhough Kovack Advisors, Inc., an SEC registered adviser.  6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel. (954) 782-4771. Meister & Associates LLC, is not affiliated with Kovack Securities, Inc. and Kovack Advisers, Inc.

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BADGES
64
Verified Page
Data verified by both the advisor and the public regulatory data.

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