Bradley Mikolajczyk
Advisor at Merrill
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.
Advisor at Merrill
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
Merrill
Location
Summerland Key, FL
Credentials
Series 63, Series 65
Industry experience
20 years
Bradley Mikolajczyk is a Private Wealth Advisor with nearly two decades of experience advising individuals and families on comprehensive wealth planning, estate strategy, and charitable giving. He leads the Wealth Planning and Business Development segments of MK Private Wealth. His professional focus is shaped by his upbringing in a family business, where he gained firsthand insight into the unique challenges business owners face around succession and transition. This background, combined with ongoing education, underpins his expertise in advising closely held business owners and executives on personal strategy and preparation related to business sales, mergers and acquisitions, private equity transactions, and succession planning.
Bradley often serves as the "quarterback" coordinating clients’ internal and external teams of professional advisors to align complex legal, tax, and financial considerations. He also acts as the primary advisor to a select group of families represented by the firm. His client focus includes areas such as education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income.
He earned a Bachelor of Business Administration in Finance from Eastern Michigan University. Bradley holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™ in conjunction with The Booth School of Business at the University of Chicago. He also earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, which provides in-depth training in pre- and post-retirement planning. Additionally, Bradley maintains his Series 7, Series 31, SIE, Series 63, and Series 65 registrations. He is an active member of The Hundred Club of Detroit and the Detroit Athletic Club, and an alumnus of Orchard Lake St. Mary’s Preparatory. Bradley lives in Fenton, Michigan with his wife, Amber, and their three dogs. Outside of work, he enjoys fly-fishing, hunting, boating, adventure sports, gardening, and traveling.
Based on Merrill
Summerland Key, FL
Florida · Michigan · Texas
Bank Of America, N.a.
2011 - Present (15 years)
Merrill
2010 - Present (16 years)
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