BB
BB

Bradley Jason Boeck

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
393 clients
Average Client Portfolio
$313K average
Assets Under Management
$123.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

2445 Northeast Division Street, Suite 204, Bend, OR, 97703

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradley is the owner of Northwind Financial LLC since 2000, where he engages in health and life insurance sales. This activity requires minimal time.

Employment History
Current Registrations
Syndicated Capital, INC.
June 2009 - Present · 16 yrs 8 mos
Syndicated Capital, INC.Broker
January 2009 - Present · 17 yrs 1 mo
Previous Registrations
Country Trust Bank
April 2005 - July 2007 · 2 yrs 3 mos
Country Capital Management CompanyBroker
June 2002 - October 2008 · 6 yrs 4 mos
State Registrations3 states
CAORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley Jason Boeck - Financial Advisor | TrueAdvisor