Advisor at 1st Securities Management, Inc
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Firm
1st Securities Management, Inc
Location
Bad Axe, MI 48413-1279
Credentials
Series 65
Industry experience
4 years
Bradley Booms is a Series 65-licensed financial advisor with 4 years of industry experience, currently serving as the sole advisor at 1st Securities Management, Inc. His professional background includes roles at Nietzke & Faupel and Yeo & Yeo, along with ownership of Booms Accounting PLLC, where he practices as a CPA. 1st Securities Management, Inc. provides investment advisory services primarily through directing clients to third-party money managers, focusing on long-term asset-class exposure via low-turnover mutual funds and conducting due diligence on those managers. The firm serves individual and high-net-worth clients and oversees portfolios on a discretionary or nondiscretionary basis.
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
263 E. Huron Avenue
Bad Axe, MI 48413-1279
Michigan
1st Securities Management, LLC
2022 - Present (4 years)
Booms Accounting PLLC
2019 - Present (7 years)
Nietzke & Faupel
2017 - 2019 (2 years)
Yeo & Yeo
2012 - 2017 (5 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Series 63, Series 66
Bad Axe, MI
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