Brad Bartz (CRD# 5711276) is an Investment Advisor Representative working at Ridgewood Wealth Management LLC in Southlake, TX and has over 14 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridgewood Wealth Management | Grapevine, TX | Apr 2019 - Current | 5 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Apr 2019 | < 1 |
| Fidelity Investments | Westlake, TX | Aug 2009 - Apr 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts108ACCOUNTS
-
Average Account Value$199,167
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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