Unclaimed Profile

Bradley Anthony Bergman

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Series 65Clean record25 years registeredFINANCIAL COUNSELORS INC

5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 4356580Firm CRD# 106398

Profile Verification

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

Identity

Bradley Anthony Bergman · OVERLAND PARK, KS

Registration

CRD #4356580 · FINANCIAL COUNSELORS INC · 25 years registered

Brand Profile

Not yet started

Career History

FCI ADVISORS

Mar 2001 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 12, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL COUNSELORS INC

CRD 106398 · SEC 801-48195

AUM

$15.1B

Regulatory assets under management

Employees

14,421 client accounts

Services offered by FINANCIAL COUNSELORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FINANCIAL COUNSELORS INC →

Introduction

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Frequently Asked Questions

What services does Bradley Anthony Bergman offer?

Bradley Anthony Bergman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Bradley Anthony Bergman's credentials?

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

Where is Bradley Anthony Bergman located?

Bradley Anthony Bergman is based in OVERLAND PARK, Kansas, working with FINANCIAL COUNSELORS INC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Bradley Anthony Bergman charge for services?

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

How large is FINANCIAL COUNSELORS INC?

FINANCIAL COUNSELORS INC has approximately 68 employees and manages $15.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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