Bradley Bobb, financial advisor Springfield IL

Bradley Bobb

CRD Number: 4270912
Current Firm: Bobb Financial Incorporated

Bradley Bobb (CRD# 4270912) is an Investment Advisor Representative working at Bobb Financial Incorporated in Springfield, IL and has over 19 years of experience in the finance industry. Bradley Bobb 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bobb Financial Springfield, IL Sep 2014 - Current 6
Rda Financial Network North Liberty, IA Jan 2009 - Current 12
Federal Consulting Chatham, IL Nov 2008 - Current 12
United Planners Financial Services Scottsdale, AZ Jul 2016 - Apr 2017 < 1
Cambridge Investment Research, Inc. Fairfield, IA Nov 2008 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Bradley J. Bobb
Phone Number: 217-697-5589
Registered State(s):
  • IL
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $89,863
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

IL, MO, TX

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