Bradley Punke
Bradley Punke is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, IL, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
227 South Seventh Street, Springfield, IL, 62701
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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
Bradley is a member of ESP Properties LLC (rental real estate), ESP Wealth Management LLC (financial services), and ESP Investors (investment club). He is also a partner at Eck, Schafer & Punke, LLP, a CPA firm, dedicating about a quarter of his time, and sells and monitors equity indexed annuities for Avantax Insurance Agency, Inc., dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
Wealth Management Services,llc
Wealth Management Services,llc
State Registrations16 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.