Brad HablutzelCRD Number: 4461432
Current Firm: A & I Financial Services, LLC
Brad Hablutzel (CRD# 4461432) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 9 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|A&i Financial Services, LLC||Englewood, CO||Mar 2017 - Current||1|
|Geneos Wealth Management, Inc.||Englewood, CO||Mar 2017 - Current||1|
|Woodbury Financial Services, Inc.||Greenwood Village, CO||Jun 2013 - Mar 2017||3|
|Unemployed||Centenniel, CO||Mar 2013 - May 2013||< 1|
|Jackson National Life Distributors||Denver, CO||Mar 2010 - Feb 2013||2|
|Jackson National Life Distributors LLC||Denver, CO||May 2007 - Mar 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management208MILLIONS
Total Number of Accounts1,473ACCOUNTS
Average Account Value$140,977
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CO, FL, NE, TX
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