Bradley Vander Velde, financial advisor Wenatchee WA

Bradley Vander Velde

CRD Number: 7463226
Current Firm: Telos Wealth

Bradley Vander Velde (CRD# 7463226) is an Investment Advisor Representative working at Telos Wealth in Wenatchee, WA and has over 2 years of experience in the finance industry.

Similar Advisors
Alfred Adan, financial advisor Wenatchee WA
Alfred W. Adan
CRD# 5471160
Edward Jones
Similar Advisors
Stephen Allen, financial advisor Wenatchee WA
Stephen G. Allen
CRD# 4535419
Blackburn Financial
Similar Advisors
Sheri Baldwin, financial advisor Wenatchee WA
Sheri A. Baldwin
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Telos Wealth Management Wenatchee, WA Jul 2023 - Current < 1
Commonwealth Financial Network Wenatchee, WA Dec 2021 - Current 2
Telos Wealth Management Wenatchee, WA Oct 2021 - Current 2
Homchick Smith & Associates Wenatchee, WA Dec 2019 - Oct 2021 1
Capincrouse LLP Colorado Springs, CO Sep 2017 - Dec 2019 2
Bdo Usa, LLP Chicago, IL Jan 2015 - Jul 2017 2
Trinity Christian College Palos Heights, IL Sep 2011 - May 2015 3
Ozinga Mokena, IL May 2013 - Dec 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Bradley T. Vander Velde
Phone Number: 509-664-8844
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Other
Types of Clients
Registered States

WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.