BB
BB

Bradley Bronk

20 Years of Experience
Simi Valley, CA
BrokerSells Insurance

Bradley Bronk is a registered investment advisor at Commonwealth Financial Network, based in Simi Valley, CA, with 20 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

990 Enchanted Way, Suite 107, Simi Valley, CA, 93065

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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 involved in fixed insurance sales at a branch location, which is investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
July 2009 - Present · 16 yrs 10 mos
Commonwealth Financial NetworkBroker
July 2009 - Present · 16 yrs 10 mos
Commonwealth Financial Network
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Financial Network Investment Corporation
December 2005 - July 2009 · 3 yrs 7 mos
Financial Network Investment CorporationBroker
November 2005 - July 2009 · 3 yrs 8 mos
Edward JonesBroker
March 2005 - April 2005 · 1 mo
State Registrations11 states
ARAZCAFLMTNCORPASCTNWI
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.
Bradley Bronk - Financial Advisor | TrueAdvisor