Karli Rae Bradley

CFP

Retirement Planners of America

14 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning

Retirement Planners of America

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

6,827 clients

Average Client Portfolio

$582K average

Assets Under Management

$4.0B

Fee Structure

Financial Planning:Included in AUM fee

Location

8800 E. Raintree Drive, Suite 220, Scottsdale, AZ, 85260

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Karli is an independent insurance agent. This activity is insurance-related.

Employment History

Current Registrations

Retirement Planners of America

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

USAA Financial Planning Services

March 2011 - July 2016 · 5 yrs 4 mos

USAA Financial Advisors, INC.Broker

February 2011 - July 2016 · 5 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.