Bradley Berger
Bradley Berger is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tacoma, WA, with 34 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
505 Broadway, Ste 400, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley manages several LLCs, including Bald Eagle Beach LLC, Two Niner Kilo LLC, and Dream Maker One LLC, primarily for holding real estate and an aircraft. He also owns Ideal Life 360, LLC, a life and executive coaching company, and works as a flight instructor and for Kenmore Air Express, dedicating about a quarter of his time to Ideal Life 360, a few hours per week to flight instruction, and about a third of his time to Kenmore Air Express.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
Financial Advocates Investment Management
LPL Financial LLCBroker
LPL Financial LLC
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations1 state
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