Advisor at Bobb Financial Incorporated
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
Bobb Financial Incorporated
Location
Chatham, IL
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Bradley Bobb is a CFP® professional with 24 years of industry experience. He is the sole advisor at Bobb Financial Incorporated, an independent registered investment adviser based in Chatham, IL. His prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. He has also been involved with the RDA Financial network and Federal Consulting. Bobb Financial Incorporated provides discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm primarily constructs asset-allocation portfolios using passive investment vehicles and offers educational seminars and speaking engagements to groups and the public.
Based on Bobb Financial Incorporated
Based on Bobb Financial Incorporated
Fixed fee for Comprehensive Financial Planning and Investment Management service, billed monthly or quarterly in advance, minimum $2,400 annually
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.70%
$200 per hour for financial planning (a la carte)
Minimum fee: Minimum fee of $2,400 annually for Comprehensive Financial Planning and Investment Management service
Chatham, IL
Illinois · Missouri · Texas
United Planners Financial Services
2016 - 2017 (1 year)
Bobb Financial
2014 - Present (12 years)
RDA Financial network
2009 - Present (17 years)
Federal Consulting
2008 - Present (18 years)
Cambridge investment Research, Inc.
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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