Advisor at MyFamilyCFO, Inc.
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
MyFamilyCFO, Inc.
Location
Wausau, WI 54403-4800
Credentials
Series 63, Series 65
Industry experience
41 years
Patrick Bradley is a financial advisor with MyFamilyCFO, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at MyFamilyCFO, Inc. since 2011 and at Manufactured Financial Solutions, LLC since 2019. He is also co-owner of MY COMPANY CFO, LLC, a dormant business management consulting entity. MyFamilyCFO, Inc. provides comprehensive financial planning and wealth management services to individuals, families, businesses, and high-net-worth clients, using a proprietary Virtual Family Office framework called Your FuturePresent™ Story. The firm’s advisory approach is primarily consultative, focusing on fundamental analysis and referring clients to third-party investment managers without exercising investment discretion.
Based on MyFamilyCFO, Inc.
Based on MyFamilyCFO, Inc.
Fee-only: Fixed fees ranging from $600 to $18,000 annually, negotiable based on client situation and complexity
500 N. 3 Rd Street, Suite 208 6
Wausau, WI 54403-4800
Wisconsin
Manufactured Financial Solutions, LLC
2019 - Present (7 years)
MyFamilyCFO, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 66
Wausau, WI
Point Wealth, LLC
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Series 65
Wausau, WI
Hoff Private Wealth
Series 65
Wausau, WI
Hoff Private Wealth
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")