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BM
CFP
BM
CFP
Bradly Curtis Maddock
Tandem Financial, LLC
26 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Education Planning
High Net Worth
Tandem Financial, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
312 clients
Average Client Portfolio
$933K average
Assets Under Management
$291.2M
Fee Structure
Minimum Investment:
None
Financial Planning:
Included in AUM fee
Investment Management
Planning
Minimum Annual Fee:
$2,500
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Location
8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO, 80111
Get directions
History
Regulatory History (1)
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
.
Customer Dispute
January 2010
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Tandem Financial, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Third Day Capital Management, LLC
March 2016 - December 2019 · 3 yrs 9 mos
Maddock Financial, LLC
January 1999 - December 2021 · 22 yrs 11 mos
State Registrations
2 states
CO
MT
Advisor
Exams
No exam information available for this advisor.