Brad Kreiner
Brad Kreiner is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Southfield, MI, with 46 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
29800 Telegraph Road, Southfield, MI, 48034
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
Brad is involved in three outside business activities. He spends about half his time with Kreiner Financial Network, minimal time with Great Lakes Financial Network LLC, and about 10-20% of his time teaching at Oakland University.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Manequity, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.