Myfamilycfo, Inc.

Myfamilycfo, Inc. (CRD# 159400) is a financial advisory firm headquartered in Wausau, WI. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
500 N. 3rd Street, Suite 208-6, Wausau, WI 54403
http://www.facebook.com/myfamilycfo
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Myfamilycfo, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Bradley, financial advisor Wausau WI
Patrick T. Bradley
CRD#: 1251109
500 N. 3rd Street, Suite 208-6, Wausau, WI 54403

Patrick Bradley (CRD# 1251109) is an Investment Advisor Representative working at Myfamilycfo, Inc. in Wausau, WI and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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