BK
BK

Brad Kolder

13 Years of Experience
Schaumburg, IL
BrokerSells Insurance

Brad Kolder is a registered investment advisor, based in Schaumburg, IL, with 13 years of industry experience.

Location

1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096

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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

Brad is a member of two real estate LLCs and a partner at Kolder, Slaven & Company, an accounting firm, taking up nearly full-time hours. He is also a referring agent for KCS Wealth Advisors and Avantax Insurance, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
December 2012 - October 2019 · 6 yrs 10 mos
1st Global Capital CORP.Broker
November 2012 - October 2019 · 6 yrs 11 mos
State Registrations1 state
LA
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.
Brad Kolder - Financial Advisor | TrueAdvisor