Bradley Greenfield is a registered investment advisor at Helmholdt 360, LLC, based in Grand Rapids, MI. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
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Location
5940 Tahoe Dr. Se, Grand Rapids, MI, 49546
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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.
Learn about disclosures →Employment History
Current Registrations
Helmholdt 360, LLC
September 2025 - Present · 8 mos
State Registrations1 state
MI
Advisor
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.