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Bradford Szczecinski

Creative Resources Investment Advisors LLC
27 Years of Experience
Oakbrook Terrace, IL
1 Disclosure
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Bradford Szczecinski is a registered investment advisor at Creative Resources Investment Advisors LLC, based in Oakbrook Terrace, IL, with 27 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 85 clients with $17M in assets under management.

Creative Resources Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
85 clients
Average Client Portfolio
$197K average
Assets Under Management
$16.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.50%
$5M+0.50%

Fees for accounts over $5 million are negotiable. Household accounts may be aggregated to reach lower fee tiers.

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

Location

18W 140 Butterfield Road, Suite 1500, Oakbrook Terrace, IL, 60181

Get directions

History

Regulatory History (1)
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Regulatory
August 2015
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bradford volunteers as a planned giving consultant for Breakthrough Urban Ministries, dedicating minimal time. He also serves on the Transplant Advisory Council at Northwestern Memorial Hospital, also dedicating minimal time.

Employment History
Current Registrations
Creative Resources Investment Advisors LLC
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Legend Securities, INC.Broker
March 2015 - July 2016 · 1 yr 4 mos
Newport Coast Asset Management
August 2013 - March 2016 · 2 yrs 7 mos
Newport Coast Securities, INC.Broker
August 2013 - March 2015 · 1 yr 7 mos
Ariston Wealth Management, L.P.
April 2012 - September 2013 · 1 yr 5 mos
Meyers Associates, L.P.Broker
December 2011 - September 2013 · 1 yr 9 mos
Ariston Wealth Management, LP
December 2011 - April 2012 · 4 mos
Anderson & Strudwick, Incorporated
July 2010 - December 2011 · 1 yr 5 mos
Anderson & Strudwick, IncorporatedBroker
July 2010 - December 2011 · 1 yr 5 mos
Jesup & Lamont Securities CORPBroker
July 2009 - July 2010 · 1 yr
Jesup & Lamont Securities CORP.
July 2009 - July 2010 · 1 yr
Interocean Securities LLCBroker
February 2008 - April 2009 · 1 yr 2 mos
Interocean Wealth Management LLC
January 2007 - July 2009 · 2 yrs 6 mos
Column Capital Advisors, LLC
June 2005 - December 2006 · 1 yr 6 mos
Ernst & Young Investment Advisers LLP
March 2003 - May 2005 · 2 yrs 2 mos
Citicorp Investment ServicesBroker
April 2001 - May 2002 · 1 yr 1 mo
Essex National Securities, INC.Broker
December 1992 - January 1994 · 1 yr 1 mo
Euro-Atlantic Securities INC.Broker
July 1992 - September 1992 · 2 mos
The Prudential Insurance Company of AmericaBroker
October 1990 - July 1992 · 1 yr 9 mos
Pruco Securities CorporationBroker
October 1990 - July 1992 · 1 yr 9 mos
State Registrations2 states
ILTX
Advisor

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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