BS
BS

Bradley Andrew Schaffnit

24 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
833 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$890.4M

Fee Structure

Financial Planning:Investment management only
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Location

2001 Butterfield Rd., Suite 1000, Downers Drove, IL, 60515

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History

Regulatory History (1)
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Criminal
November 2000
Final Disposition
Other Business ActivitiesSells Insurance

Bradley is involved with Leaders Partners, Inc. focusing on non-variable insurance, dedicating about 10% of his time. He also has Bradley A. Schaffnit, Inc. as a business entity for tax/investment purposes, and Bam Bam Financial as a holding company for his securities business, but spends no time on either of these entities.

Employment History
Current Registrations
Apollon Financial, LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Highpoint Planning Partners
December 2021 - October 2022 · 10 mos
Highpoint Planning Partners
June 2012 - December 2021 · 9 yrs 6 mos
LPL Financial LLC
May 2003 - March 2013 · 9 yrs 10 mos
LPL Financial LLCBroker
May 2003 - July 2024 · 21 yrs 2 mos
Princor Financial Services CorporationBroker
August 2001 - May 2003 · 1 yr 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Bradley Andrew Schaffnit - Financial Advisor | TrueAdvisor