Brad
Bell
Perigon Wealth Management, LLC
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About this Advisor
Brad Bell is a financial advisor based in Troy, Michigan, working with Perigon Wealth Management, LLC. Brad has previously held positions at Perigon Wealth Management, LLC, Lumin Financial, LLC, The Northwestern Mutual Life Insurance Company, Sears, Roebuck And Co, Bay Pointe Golf Club, and as a full-time student. Brad has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Brad is part of Perigon Wealth Management, LLC, which operates out of Troy, Michigan. The firm has 40 offices and 133 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perigon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$6,940,945,795
133
11,428
$607,363
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
Brad Bell Work History
Perigon Wealth Management, LLC
Perigon Wealth Management, LLC
Lumin Financial, LLC
The Northwestern Mutual Life Insurance Company
Sears, Roebuck And Co
Bay Pointe Golf Club
Bay Pointe Golf Club
Full-Time Student
Disclosures
Please visit the SEC profile of Brad Bell 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 Perigon Wealth Management, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Amherst, MA
San Francisco, CA
San Francisco, CA
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