Bradley
Poertner
Assetmark, Inc
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About this Advisor
Bradley Poertner is a financial advisor based in Chicago, Illinois, working with Assetmark, Inc. Bradley has previously held positions at Machinio, University Information Technology Services, Dexter Axle, Motion Recruitment Partners, Assetmark Financial Holdings, Inc, and Assetmark Brokerage, LLC. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Bradley is part of Assetmark, Inc, which operates out of Chicago, Illinois. The firm has 4 offices and 709 employees. The firm manages assets totaling $65.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Assetmark, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$65,618,270,379
709
374,574
$175,181
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Bradley Poertner Work History
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Motion Recruitment Partners
Dexter Axle
Machinio
University Information Technology Services
Unemployed - College Student
Disclosures
Please visit the SEC profile of Bradley Poertner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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