Unclaimed Profile

Bradley Richard Stark

LWMG, LLC·LAKE ELMO, Minnesota

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record24 years registeredLWMG, LLC

8665 HUDSON BLVD. N, LAKE ELMO, MN 55042CRD# 4094102Firm CRD# 322210

Profile Verification

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

Identity

Bradley Richard Stark · LAKE ELMO, MN

Registration

CRD #4094102 · LWMG, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LWMG, LLC

CHARLES SCHWAB & CO., INC.

Sep 2006 – Dec 2008

FISHERS (INDIANAPOLIS), IN

SUNAMERICA SECURITIES, INC.

Feb 2002 – Apr 2005

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · February 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LWMG, LLC

CRD 322210 · SEC 801-125975

AUM

$824M

Regulatory assets under management

Employees

2,904 client accounts

Services offered by LWMG, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LWMG, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Richard Stark offer?

Bradley Richard Stark specializes in Financial Planning, Investment Management, Wealth Management.

What are Bradley Richard Stark's credentials?

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

Where is Bradley Richard Stark located?

Bradley Richard Stark is based in LAKE ELMO, Minnesota, last registered with LWMG, LLC.

How does Bradley Richard Stark charge for services?

Bradley Richard Stark'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 LWMG, LLC?

LWMG, LLC has approximately 40 employees and manages $824M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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