Bradley Manthey
Bradley Manthey is a registered investment advisor at LPL Financial LLC, based in Louisville, KY, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9710 Park Plaza Ave Ste 206, Louisville, KY, 40241
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1997Other Business Activities
Bradley is associated with Louisville Financial Group LLC as a DBA for his LPL business and owns Louisville Financial Group real estate rental. He is also President of BSM Consulting, Inc., spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Olde Discount CorporationBroker
State Registrations14 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.