Bradford Pinter
Bradford Pinter is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Grand Rapids, MI, with 22 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3333 Deposit Drive NE, Suite 220, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradford is a managing member of 14 Batavia, LLC, a real estate holding company, and president of an insurance business. He also has an alliance/referral relationship with Coleman & Hughes, advising clients on employee benefits, and is president of Stonebridge Financial Group, consulting on retirement plans and portfolio management; these activities take about 10-20% of Bradford's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Stonebridge Financial Group
Previous Registrations
Triad Advisors LLCBroker
Advisory Alpha, LLC
Regal Investment Advisors LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Cigna Securities, INC.Broker
State Registrations7 states
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.