Bradley Walkoviak
Bradley Walkoviak is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 18 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
11757 Katy Fwy Ste 580, Houston, TX, 77079
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2015Criminal
August 2002Other Business Activities
Bradley owns and manages an Ameriprise business and Cinnamon Oak Consultants, LLC. Both activities are investment-related and take about a quarter of his time each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Nylife Securities LLCBroker
State Registrations27 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.
Exams
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