Bradley
Kutler
Stoker Ostler, A Part Of Bmo Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Bradley Kutler is a certified financial planner who works in Scottsdale, Arizona. Kutler is currently employed by Stoker Ostler, A Part Of Bmo Financial Group. Throughout their career, they have worked at Edward Jones, Boston University, Herzl Camp, Smarter In The City, Search Fund Accelerator, Cognizant Technology Solutions, Capco and The Vanguard Group, Inc. Kutler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Stoker Ostler, A Part Of Bmo Financial Group is a financial advisory firm operating out of Scottsdale, AZ. The investment advisory business has a total of 26 people on staff. It administers $2 billion in assets between its 3,792 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 3,792 client accounts, 48% belong to high-net-worth investors who have more than $1 million in investable assets. Stoker Ostler, A Part Of Bmo Financial Group has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types charged by Stoker Ostler, A Part Of Bmo Financial Group may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stoker Ostler, A Part Of Bmo Financial Group Brokerage Details
$2,165,479,313
26
3,792
$571,065
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Bradley Kutler Work History
Bradley has been registered as a financial advisor for 0 years.*
The Vanguard Group, Inc
Edward Jones
Capco
Cognizant Technology Solutions
Smarter In The City
Search Fund Accelerator
Herzl Camp
Herzl Camp
Boston University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Kutler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stoker Ostler, A Part Of Bmo Financial Group
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Salt Lake City, UT
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
