Bradford
Pinter

Stonebridge Financial Group

CRD#2234259
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Bradford Pinter is a chartered financial consultant who works out of Grand Rapids, Michigan with a total of 10 years of industry experience. Pinter currently works for Stonebridge Financial Group. Throughout their career, Pinter has worked at American Portfolios Advisors, American Portfoliosfinancial Services, Advisory Alpha, LLC, Global Financial Group Advisors LLC D/B/A Stonebridge Financial, Coordinated Financial Strategies/Global Financial and Triad Advisors, Inc. Pinter holds a Series 63 license, qualifying them as a securities agent, and can advise clients in Illinois, Michigan and Texas. Stonebridge Financial Group is a registered investment company based out of Grand Rapids, MI. The investment advisory business has just four employees. It handles $323 million in assets across its 348 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 348 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. Stonebridge Financial Group has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on the services provided. However, fees billed by Stonebridge Financial Group most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3333 Deposit Drive Ne, Suite 220
Grand Rapids, MI 49546

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Stonebridge Financial Group Brokerage Details

Total Assets Under Management

$322,986,275

MI Average: $943,424,332
Total Number of Employees

4

MI Average: 21
Total Number of Accounts

348

MI Average: 1,586
Average Account Size

$928,121

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Bradford Pinter Work History

Bradford has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Triad Advisors, Inc

2012 - Present (12 years)

Global Financial Group Advisors LLC D/B/A Stonebridge Financial

2011 - Present (13 years)

Advisory Alpha, LLC

2004 - Present (20 years)

Coordinated Financial Strategies/Global Financial

2010 - 2013 (3 years)

American Portfolios Advisors

2010 - 2013 (3 years)

American Portfoliosfinancial Services

*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 Bradford Pinter 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 Stonebridge Financial Group

Michael Mcgovern
Grand Rapids, MI
Robert Herdoiza
Grand Rapids, MI
Bradford Pinter
Grand Rapids, MI
Kyle Campbell-Breidenfield
Grand Rapids, MI

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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