BK
BK
Bradley Kirchner
26 Years of Experience
Clearwater, FL
2 DisclosuresBroker
Bradley Kirchner is a registered investment advisor at Wells Fargo Advisors, based in Clearwater, FL, with 26 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
28100 Us 19 North, Ste 500, Clearwater, FL, 33761
Get directionsHistory
Regulatory History (2)
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Investigation
June 2008Customer Dispute
January 2008Denied
Employment History
Current Registrations
Wells Fargo Advisors
December 2022 - Present · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Synovus Securities, INC.
October 2016 - November 2022 · 6 yrs 1 mo
Synovus Securities, INC.Broker
October 2016 - November 2022 · 6 yrs 1 mo
Fifth Third Securities, INC.
August 2005 - October 2016 · 11 yrs 2 mos
Fifth Third Securities, INC.Broker
August 2005 - October 2016 · 11 yrs 2 mos
Franklin/templeton Distributors, INC.Broker
August 2004 - July 2005 · 11 mos
Amsouth Investment Management Company LLC
July 2003 - March 2004 · 8 mos
Amsouth Investment Services, INC.Broker
April 2003 - February 2004 · 10 mos
Amsouth Investment Services, INC.
March 2003 - July 2003 · 4 mos
Suntrust Securities, INC.
July 2000 - October 2002 · 2 yrs 3 mos
Suntrust Securities, INC.Broker
July 2000 - October 2002 · 2 yrs 3 mos
Provident Securities & Investment CompanyBroker
September 1997 - July 1999 · 1 yr 10 mos
State Registrations16 states
FLGAILMDMIMONCNHNMNYOHORPATXVTWI
AdvisorBrokerBoth
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.