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Bradley Kadlec

Primerica Advisors
16 Years of Experience
Billings, MT
1 DisclosureBroker
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Bradley Kadlec is a registered investment advisor at Primerica Advisors, based in Billings, MT, with 16 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 Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

710 Grand Ave, Ste 10, Billings, MT, 59101

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History

Regulatory History (1)
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Judgment / Lien
March 2016
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Other Business Activities

Bradley sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Bradley is the owner of Kadlec Construction, a partner in 3 DJ's, LLC, and a co-owner of KBS 406 LLC, a Primerica business entity, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Primerica Advisors
May 2017 - Present · 9 yrs 5 mos
PFS Investments INC.
September 2010 - Present · 16 yrs 1 mo
PFS Investments INC.Broker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Primerica Advisors
December 2013 - October 2015 · 1 yr 10 mos
State Registrations9 states
FLIDLAMNMTPATXWIWY
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.
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