Patrick Bradley
Patrick Bradley is a registered investment advisor at Myfamilycfo, INC., based in Wausau, WI, with 41 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 19 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
myFamilyCFO does not directly manage investments. They may recommend third-party investment advisors to manage a portion or the entire portfolio. myFamilyCFO's role is usually limited to making the referral and monitoring the performance of the third-party advisor.
Location
500 N. 3rd Street, Suite 208-6, Wausau, WI, 54403-4800
Get directionsHistory
Regulatory History (3)
Financial
May 2016Regulatory
June 2010Judgment / Lien
June 2010Other Business ActivitiesSells Insurance
Patrick is a co-owner of My Company CFO, LLC, a dormant business management consulting entity, since 2008. He also engages in life insurance sales and business consulting through Manufactured Financial Solutions, LLC.
Employment History
Current Registrations
Myfamilycfo, INC.
Previous Registrations
Whalen Capital, INC.
Steele Capital Management, INC.
The O.N. Equity Sales CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.