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BM
CFP · ChFC
BM
CFP · ChFC

Bradley Meister

Kovack Advisors, INC.
42 Years of Experience
Napoleon, OH
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Meister is a CFP, ChFC-designated registered investment advisor at Kovack Advisors, INC., based in Napoleon, OH, with 42 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.

Kovack Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
258 advisors
Number of Clients
13,293 clients
Average Client Portfolio
$472K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

115 W Washington St, Napoleon, OH, 43545

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2008
Employment Separation After Allegations
October 2007
Civil Bond
August 2007
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bradley operates under the DBA Meister & Associates LLC for securities business and owns Meister Insurance Group, where he sells life, health, and P&C insurance products, dedicating minimal time due to a full-time employee. He also receives rental income from farmland and an office building, serves on a zoning board, and is a partner in Health Resources LLC, which sells health insurance products.

Employment History
Current Registrations
Kovack Advisors, INC.
February 2008 - Present · 18 yrs 8 mos
Kovack Securities INC.Broker
February 2008 - Present · 18 yrs 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2007 - March 2008 · 4 mos
Cambridge Investment Research, INC.Broker
November 2007 - March 2008 · 4 mos
Thrivent Investment Management INC.
August 2002 - October 2007 · 5 yrs 2 mos
Thrivent Investment Management INC.Broker
July 2002 - October 2007 · 5 yrs 3 mos
Lutheran Brotherhood Securities CORP.Broker
June 1984 - July 2002 · 18 yrs 1 mo
State Registrations11 states
ALCAFLILINMINDOHSCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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