Bradley Kmetz (CRD# 5966754) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Willowbrook, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Heartland Capital Inc. | Lake St Louis, MO | Jan 2015 - Current | 9 |
| Signature Financial Services, Ltd | Arlington Heights, IL | Jan 2015 - Current | 9 |
| G James Kmetz Cpa | Willowbrook, IL | May 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- IL
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts471ACCOUNTS
-
Average Account Value$428,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, IN, SC, TN, TX
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