Brady
Ball

Adero Partners, LLC

CRD#6527489
Investment Advisor
in Portland, OR

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About this Advisor

Brady Ball is a financial advisor based in Portland, Oregon, working with Adero Partners, LLC. Brady has previously held positions at Hines Warner Wealth Management, LLC, State Farm, Mckeon Financial, Consolidated Electrical Distributors, and Adero Partners, LLC. Brady has passed the Series 65 regulatory exam and is registered to provide services in California and Oregon. Currently, Brady is part of Adero Partners, LLC, which operates out of Portland, Oregon. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 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, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1500 Sw First Avenue #990
Portland, OR 97201

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Adero Partners, LLC Brokerage Details

Total Assets Under Management

$4,035,668,036

OR Average: $7,578,581,321
Total Number of Employees

51

OR Average: 43
Total Number of Accounts

3,511

OR Average: 3,727
Average Account Size

$1,149,435

OR Average: $2,033,427

Investment Advisory Services

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

Brady Ball Work History

2019 - Present (5 years)

Adero Partners, LLC

2016 - 2019 (3 years)

Hines Warner Wealth Management, LLC

2016 - 2017 (1 year)

State Farm

2015 - 2015 (< 1 year)

Mckeon Financial

2013 - 2015 (2 years)

Consolidated Electrical Distributors

2000 - 2015 (15 years)

Student

Disclosures

Please visit the SEC profile of Brady Ball 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 Adero Partners, LLC

Leilah Buker
Beaverton, OR
Regan Smith
Denver, CO
Alina Sohng
San Jose, CA
Konrad Kern
Pleasanton, CA
Adam Farid
San Francisco, CA
Mark Bates
Orinda, CA
Rebekah Mull
Pleasanton, CA
Nina Doehrman
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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