Bradley
Laczny

Next Financial Group, Inc

CRD#4319477
Investment Advisor
in Roseville, CA

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About this Advisor

Bradley Laczny is a financial advisor based out of Roseville, California. Laczny currently works for Next Financial Group, Inc. Throughout their career, Laczny has worked at Jp Morgan Securities LLC and Next Financial Group, Inc. Laczny has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Next Financial Group, Inc is a company operating out of Houston, TX. The investment advisory business has offices in 280 locations and a total of 587 people on staff. It manages $3 billion in assets under management between its 16,162 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 47 charities and foundations. Of its 16,162 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely depend on the type of financial services provided. However, fee types charged by Next Financial Group, Inc may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

915 Highland Pt. Drive Suite 150
Roseville, CA 95678

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

CA Average: $3,042,739,679
Total Number of Employees

587

CA Average: 49
Total Number of Accounts

16,162

CA Average: 2,315
Average Account Size

$180,612

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bradley Laczny Work History

Bradley has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Next Financial Group, Inc

2013 - 2022 (9 years)

Jp Morgan Securities LLC

*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 Laczny 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 Next Financial Group, Inc

Brad Pickett
Houston, TX
Peter Gutschenritter
Atlanta, GA
Brianne Kokemuller
Altoona, PA
Erik Truxal
Sacramento, CA
Jason Pfitzinger
Chesterfield, MO
Philip Kong
Sacramento, CA
Bradley Laczny
Roseville, CA
Donnas Landry
San Antonio, TX

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.

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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.

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