Bradly
Maddock

Tandem Financial, LLC

CRD#1504900
Investment Advisor
in Englewood, CO

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About this Advisor

Bradly Maddock is a certified financial planner based in Englewood, Colorado with 2 years of industry experience. Maddock currently works for Tandem Financial, LLC. Their career trajectory has included roles at Maddock Financial LLC and Tandem Financial, LLC. Maddock maintains a Series 63 license, qualifying them as a securities broker, and is approved to operate in Colorado. Tandem Financial, LLC is an advisory company operating out of Englewood, CO. It handles $219 million in assets between its 894 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves one charities and foundations. Of its 894 client accounts, 19% belong to high-net-worth investors who have at least $1 million in assets. Tandem Financial, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services are offered. However, fees billed by Tandem Financial, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8400 E. Prentice Ave. Suite 1360
Englewood, CO 80111

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Tandem Financial, LLC Brokerage Details

Total Assets Under Management

$218,703,065

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

894

CO Average: 1,101
Average Account Size

$244,634

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Bradly Maddock Work History

Bradly has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Tandem Financial, LLC

2002 - Present (22 years)

Maddock Financial 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 Bradly Maddock 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 Tandem Financial, LLC

Bradly Maddock
Englewood, CO
Ryan Erickson
Englewood, CO
Michael Franklin
Englewood, CO

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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