Unclaimed Profile

Bradley Owen Ackerman

SWAN WEALTH ADVISORS, LLC·DURANGO, Colorado

Clean recordSWAN WEALTH ADVISORS, LLC

1099 MAIN AVE., DURANGO, CO 81301CRD# 2552096Firm CRD# 292755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Owen Ackerman · DURANGO, CO

Registration

CRD #2552096 · SWAN WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bradley Owen Ackerman is a registered financial advisor based in DURANGO, Colorado, affiliated with SWAN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

SWAN WEALTH ADVISORS, LLC

AUM

$86M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SWAN WEALTH ADVISORS, LLC →

Services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2552096

Firm CRD# 292755

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Frequently Asked Questions

What services does Bradley Owen Ackerman offer?

Bradley Owen Ackerman is a registered financial advisor in DURANGO, Colorado. Contact their office for details on services offered.

What are Bradley Owen Ackerman's credentials?

Bradley Owen Ackerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Owen Ackerman located?

Bradley Owen Ackerman is based in DURANGO, Colorado, working with SWAN WEALTH ADVISORS, LLC. Their office serves clients in the DURANGO metropolitan area and surrounding communities.

How does Bradley Owen Ackerman charge for services?

Bradley Owen Ackerman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWAN WEALTH ADVISORS, LLC?

SWAN WEALTH ADVISORS, LLC has approximately 3 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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