Bradley Vander Velde, financial advisor Wenatchee WA

Bradley Vander Velde

CRD Number: 7463226
Current Firm: Commonwealth Financial Network

Bradley Vander Velde (CRD# 7463226) is an Investment Advisor Representative working at Commonwealth Financial Network in Wenatchee, WA and has 1 year of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Telos Wealth Management Wenatchee, WA Oct 2021 - Current < 1
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: 781-736-0700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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