Brad Metz
Advisor at ARK Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ARK Advisors LLC
Location
Bloomington, IL 61704
Credentials
ChFC®, Series 63, Series 66
Industry experience
23 years
About
Brad Metz is a financial advisor with ARK Advisors LLC in Bloomington, IL, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including four years at Purshe Kaplan Sterling Investments prior to joining ARK Advisors in 2013. Outside of his advisory role, he is a licensed insurance agent specializing in fixed insurance sales. ARK Advisors LLC serves individual investors, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, fiduciary consulting for retirement plans, and 529-plan advisory services. The firm uses a personalized Investment Policy Statement for each client and employs a combination of fundamental analysis and various investment strategies, managing approximately $195.6 million for about 325 clients.
Expertise
Based on ARK Advisors LLC
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Wealth management
Fee options
Fixed fees for financial planning services from $500 to $20,000
$0 - $250,000: 1.50% $0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
Commission-based compensation received by certain representatives for insurance product sales
Fee-only: Financial planning fixed fees ranging from $500 to $20,000
Location
205 N. Williamsburg Drive, Suite E
Bloomington, IL 61704
Most active in
Brad M has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
ARK Advisors LLC
2013 - Present (13 years)
Purshe Kaplan Sterling Investments
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Normal, IL
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Karyn S
CFP®, Series 63, Series 65
Normal, IL
Smith CFP, Karyn
Roger E
CFA®
Bloomington, IL
Elliott Capital Management, Inc.
Bryce D
Series 65
Le Roy, IL
BD MGMT LLC D.B.A "Blue Jean Wealth Management"
Kathryn K
CFP®, Series 66
Bloomington, IL
Kraft Financial, LLC
Patrick V
Series 66
Bloomington, IL
ARK Advisors LLC
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