Bradley Kleinfelter (CRD# 4966737) is an Investment Advisor Representative working at Black Oak Wealth Management, LLC in Phoenixville, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Black Oak Wealth Management, LLC | West Chester, PA | Mar 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
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.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management12MILLIONS
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Total Number of Accounts66ACCOUNTS
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Average Account Value$174,242
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA
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