Brad Drager is a registered investment advisor at Bond Tech INC, based in Bellbrook, OH, with 17 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 129 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creekside Wealth Management offers portfolio management services for individual clients. The fee is a percentage of the value of your portfolio and is negotiable, but will not exceed 1.5% annually. The fee is typically billed monthly, in advance. Bond-Tech may use sub-advisers to manage a portion of your account.
Location
135 E. Franklin St, Bellbrook, OH, 45305
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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
Brad is an insurance agent for various agencies, selling non-securities insurance products, dedicating minimal time. He also manages and holds real estate through Shoop Properties LLC, dedicating minimal time.
Employment History
Current Registrations
Bond Tech INC
Previous Registrations
Cantella & CO., INC.Broker
Invest Capital Partners
Harbor Financial Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.