Bradley Bierenkoven (CRD# 6780830) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 6 years of experience in the finance industry. Bradley Bierenkoven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Lone Tree, CO | Jul 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jul 2020 - Current | 3 |
| Personal Capital | Denver, CO | Nov 2018 - Jul 2020 | 1 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Apr 2017 - Nov 2018 | 1 |
| Unemployed | Centennial, CO | Nov 2016 - Mar 2017 | < 1 |
| Tallgrass Energy | Lakewood, CO | May 2014 - Oct 2016 | 2 |
| Anadarko Petroleum Corporation | Denver, CO | Jan 2007 - May 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- CO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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