Bradley WastlerCRD Number: 868378
Current Firm: Invest Financial Corporation
Bradley Wastler (CRD# 868378) is an Investment Advisor Representative working at Invest Financial Corporation in Saint Louis, MO and has over 38 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Invest Financial Corporation||St. Louis, MO||Apr 2007 - Current||10|
|Central Bank Corp||St Louis, MO||May 1995 - Current||22|
|Pfic Securities Corporation||St Louis, MO||Sep 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1979|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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