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Bradley Rumenapp

10 Years of Experience
Oklahoma City, OK
Broker

Bradley Rumenapp is a registered investment advisor at Raymond James & Associates, INC., based in Oklahoma City, OK, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6307 Waterford Blvd., Suite 210, Oklahoma City, OK, 73118

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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 Activities

Bradley owns and operates a mobile food trailer part-time on evenings and weekends through B&K Concessions, LLC. This activity takes about 10-20% of Bradley's time and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
AXA Advisors, LLC
January 2016 - June 2017 · 1 yr 5 mos
AXA Advisors, LLCBroker
July 2015 - June 2017 · 1 yr 11 mos
State Registrations1 state
OK
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 Rumenapp - Financial Advisor | TrueAdvisor