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Business Description |
Brad holds a BA from MSU and MBA in Finance. He began his career in 1992 in Chicago with CIGNA Individual Financial Services. After settling in West Michigan, his practice now stretches from MI to IL and down to TX.
Brad's clients benefit from a unique process he utilizes helping them to identify their goals and objectives, benchmark their current financial position, design and implement a strategy to reach their goals and objectives, and, finally monitor and update that strategy annually or with life changing events.
Securities and Advisory Products offered through Princor Financial Services Corp, 800/247-4123, Member FINRA, SIPC, Des Moines, IA 50392. Brad Pinter, Princor Registered Representative. Chartered Financial Consultant. |
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General Information |
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| States Licensed in: |
MI, IL, IN, WI, TX, FL, NC, CA
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
5
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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Services |
| Investment Types: |
Qualified & NQ Retirement Plans, Options & Futures, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Plans Specialist (CRPS®), Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 63, Series 6, Series 7
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| Insurance and Annuity Licenses: |
Disability, Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity
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| Financial Organization Memberships: |
MDRT Qualifier
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$15000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Minimum Fee Charged for Managed Accounts: |
0.50 %
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| Minimum Fee Charged for Hourly Planning Accounts: |
$250
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| Prepared By: |
Brad Pinter, MBA, CRPS, ChFC |
Frequently Asked Questions |
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