Bradley J Kitchener
Advisor at Merrill — Oak Brook, IL Spring Rd
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.
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.
Credentials
Series 66
Experience Industry experience
25 years
Location
Oak Brook, IL 60523
Merrill
Institution
Bradley Kitchener is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in qualified retirement plans and helping clients pursue their financial goals. Since 2000, he has developed personalized wealth management strategies tailored to his clients' changing needs, focusing on areas such as corporate executive services, divorce transition planning, education planning, family wealth management, portfolio management, tax minimization, and retirement income planning.
Brad holds a Bachelor of Science degree in Finance and Marketing from Lewis University and has earned professional designations including Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He applies his expertise to create flexible financial strategies supported by the investment insights of Merrill and the banking solutions of Bank of America.
In addition to his professional role, Bradley participates in community volunteering activities. His personal interests include cooking, football, golfing, music, and traveling. His approach centers on working one-on-one with clients to develop personalized financial strategies designed to help them achieve their long-term goals.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Oak Brook, IL Spring Rd
2021 Spring Rd
Oak Brook IL 60523
Advisors at this office
83
Illinois · Texas
25 years of industry experience
Bank Of America, Na
2009 - Present • 17 years
Oak Brook, IL
MERRILL LYNCH
2000 - Present • 26 years
Oak Brook, IL
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Accountant / CPA / tax prep
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Lawyer
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