Bradley
Maikranz

Lifemark Securities Corp

CRD#2816423
Investment Advisor
in Haubstadt, IN

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About this Advisor

Bradley Maikranz is a financial advisor working out of Haubstadt, Indiana with 11 years of industry experience. Maikranz is an advisor for Lifemark Securities Corp. Their career trajectory has included roles at Lifemark Securities Corp, Independent Insurance Agent and Colonial Assisted Living. Maikranz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Indiana. Lifemark Securities Corp is a registered investment firm that has its headquarters in Rochester, NY. The company has offices in 66 locations and a total of 70 people on staff. It controls $256 million in assets under management across its 1,963 accounts, making it one of the mid-sized firms in the nation by assets under management. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Lifemark Securities Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Haubstadt, IN

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$256,337,850

IN Average: $7,464,549,021
Total Number of Employees

70

IN Average: 88
Total Number of Accounts

1,963

IN Average: 3,892
Average Account Size

$130,585

IN Average: $1,917,921

Investment Advisory Services

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

Bradley Maikranz Work History

Bradley has been registered as a financial advisor for 11 years.*

2016 - Present (8 years)

Colonial Assisted Living

2012 - Present (12 years)

Lifemark Securities Corp

2006 - Present (18 years)

Independent Insurance Agent

2009 - 2015 (6 years)

Colonial Assisted Living

*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 Maikranz 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 Lifemark Securities Corp

Angelo Odore
Pearl River, NY
Jon Heddleson
North Canton, OH
Gerald Plachta
Ocala, FL
Loren Bailey
New York, NY
Samuel Galatioto
Rochester, NY
Patrick Durst
Littleton, CO
Joshua Lipson
Pearl River, NY
Ronald Drake
Rochester, NY

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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