BZ
BZ

Bradley Zwanziger

12 Years of Experience
Hiawatha, IA
1 Disclosure

Bradley Zwanziger is a registered investment advisor at Nations Financial Group, INC., based in Hiawatha, IA, with 12 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
5,569 clients
Average Client Portfolio
$857K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1067 N. Center Point Rd, Hiawatha, IA, 52233

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History

Regulatory History (1)
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Criminal
February 2007
Final Disposition
Other Business Activities

Bradley is the owner, employee, and partner of Next Generation Wealth, LLC, an investment business. He works full-time as a financial advisor for the company.

Employment History
Current Registrations
Nations Financial Group, INC.
May 2014 - Present · 12 yrs 5 mos
State Registrations1 state
IA
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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