Unclaimed Profile

Bradley Andrew Meeks

MADISON FINANCIAL ADVISORS, LTD·CINCINNATI, Ohio

Clean record9 years registeredMADISON FINANCIAL ADVISORS, LTD

7755 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 6721417Firm CRD# 111728

Profile Verification

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

Identity

Bradley Andrew Meeks · CINCINNATI, OH

Registration

CRD #6721417 · MADISON FINANCIAL ADVISORS, LTD · 9 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Jan 2024 – present

MADISON WEALTH MANAGEMENT

Mar 2017 – Jan 2024

Cincinnati, OH

Registrations & Exams

Registration record

First registered · March 7, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON FINANCIAL ADVISORS, LTD

CRD 111728 · SEC 801-60390

AUM

$1.1B

Regulatory assets under management

Employees

2,495 client accounts

Services offered by MADISON FINANCIAL ADVISORS, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MADISON FINANCIAL ADVISORS, LTD →

Introduction

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Frequently Asked Questions

What services does Bradley Andrew Meeks offer?

Bradley Andrew Meeks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Bradley Andrew Meeks's credentials?

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

Where is Bradley Andrew Meeks located?

Bradley Andrew Meeks is based in CINCINNATI, Ohio, working with MADISON FINANCIAL ADVISORS, LTD. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Bradley Andrew Meeks charge for services?

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

How large is MADISON FINANCIAL ADVISORS, LTD?

MADISON FINANCIAL ADVISORS, LTD has approximately 29 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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