Bradley
Pries
Simplicity Wealth
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About this Advisor
Bradley Pries is a financial advisor based in Chaska, Minnesota, working with Simplicity Wealth. Bradley has previously held positions at Sawtooth Asset Management, Sawtooth Solutions, Simplicity Solutions, LLC, and Simplicity Wealth. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Bradley is part of Simplicity Wealth, which operates out of Chaska, Minnesota. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bradley Pries Work History
Simplicity Wealth
Simplicity Solutions, LLC
Sawtooth Asset Management
Sawtooth Solutions
Disclosures
Please visit the SEC profile of Bradley Pries 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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