BC
CFP
BC
CFP

Bradley Cederberg

19 Years of Experience
Missoula, MT
Broker

Bradley Cederberg is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Missoula, MT, with 19 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

283 W. Front Street, Suite 101, Missoula, MT, 59807

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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 Activities

Bradley is a member/owner of 6-Ceders, LLC, a director for Trail West Bank, and an authorized agent for Le Penseur, LLC, all investment-related. He also works as a faculty instructor at the University of Montana, teaching a portfolio management course.

Employment History
Current Registrations
D.A. Davidson & CO.
August 2006 - Present · 19 yrs 9 mos
D.A. Davidson & CO.Broker
July 2006 - Present · 19 yrs 10 mos
State Registrations43 states
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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.