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Bradley Joseph Bobb

Advisor at Bobb Financial Incorporated — Chatham, IL

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

24 years

Location

Chatham, IL

Bobb Financial Incorporated logo

Bobb Financial Incorporated

Independent

Total advisors

1

Clients per advisor

105 Very High

Avg AUM per client

$820,008 High

HNW client ratio

25% Typical

About

Bradley Bobb is a CFP® professional with 24 years of experience in financial advising. He is the principal of Bobb Financial Incorporated in Chatham, IL, and has previously worked with firms including United Planners Financial Services and Rda Financial Network. Outside of his advisory work, he engages in educational seminars and paid speaking engagements. Bobb Financial Incorporated is an independent, state-registered advisory firm managing approximately $86.1 million in discretionary assets for individuals, high-net-worth clients, and businesses. The firm primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, combined with fundamental and technical analysis, and offers modular financial planning services with options to integrate third-party managers.

Client services

Based on Bobb Financial Incorporated

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Bobb Financial Incorporated

Business sale tax planning

Occupation focus

Based on Bobb Financial Incorporated

Founder/Business Owner

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Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.70%

Project-based

$200 per hour for financial planning (a la carte)

Subscriptions

Comprehensive Financial Planning and Investment Management billed monthly or quarterly in advance; Modular Financial Planning at $50 per month per service selected; Educational Seminars fees from free to $2,500 per seminar or $0 to $100 per participant

Other

Minimum fee: Minimum fee of $2,400 annually for Comprehensive Financial Planning and Investment Management Fee-only: Financial Planning hourly fee of $200 per hour; Modular Financial Planning at $50 per month per service selected

Location

Chatham, IL

Chatham IL

Advisors at this office

1

Most active in

Illinois · Missouri · Texas

Work history

24 years of industry experience

United Planners Financial Services

2016 - 2017 • 1 year

Scottsdale, AZ

Bobb Financial

2014 - Present • 12 years

Springfield, IL

Rda Financial Network

2009 - 2017 • 8 years

North Liberty, IA

Federal Consulting

2008 - Present • 18 years

Chatham, IL

U.S. Bancorp Investments, Inc.

2008 - 2008 • 1 year

IL

Stonefield Investment Advisory, Inc.

2007 - 2008 • 1 year

Springfield, IL

Country Trust Bank

2002 - 2005 • 3 years

Wausau, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Joseph O

CFP®

Springfield, IL

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Joseph Oettel is a CFP® professional with 18 years of industry experience, operating as the sole advisor at Lighthouse Financial & Consulting Services, LLC since 1999. He is also a managing member of Integrity Properties, LLC, reflecting involvement in a side business apart from his advisory practice. Lighthouse Financial & Consulting Services is an independent registered investment adviser serving individuals, high-net-worth clients, and trusts. The firm offers portfolio management and financial planning services, including Medicaid, estate, retirement, and college planning, using diverse analytical methods to construct portfolios typically emphasizing ETFs and U.S. Treasury securities.

Annuities Active portfolio management Options & derivatives strategies
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Walter L

Series 65

Springfield, IL

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Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

Passive / index investing Wealth management
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David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
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Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
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Andrew M

CFP®, Series 66

Virden, IL

Maynerich Financial

Andrew Maynerich is a CFP® with 14 years of industry experience, currently serving as an advisor at Maynerich Financial. His prior experience includes roles at ICA Group Wealth Management, LPL Financial, and Investment Centers of America. Outside of his financial advisory work, he is involved in dance instruction and choreography, teaching tap dance classes and providing dance instruction for local theater and high schools. Maynerich Financial manages approximately $122.5 million for around 478 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies and employs both long- and short-term approaches supplemented by adviser judgment.

Retirement income strategy Social Security optimization General tax planning Wealth management
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