Brad Combs
Gestor de Cartera-Acciones en Acropolis Investment Management LLC .
Perfil
Mr. Bradley A.
Combs, CPA, is a Senior Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2019.
He has over twelve years of experience working with individuals and families in managing their portfolios and navigating complex financial planning issues including areas such as cash-flow management, retirement planning, educational savings plans, charitable giving, tax planning, and income and asset protection.
Mr. Combs was previously employed as a Senior Wealth Manager by Paradigm Financial Advisors LLC.
He graduated from Rockhurst University in 2003 with a B.S.
in Accounting.
He is a registered investment advisor representative, a Certified Public Accountant, a Certified Financial Planner professional, and a NAPFA – Registered Financial Advisor.
Cargos activos de Brad Combs
| Empresas | Cargo | Inicio |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Gestor de Cartera-Acciones | 01/07/2019 |
Antiguos cargos conocidos de Brad Combs.
| Empresas | Cargo | Fin |
|---|---|---|
Paradigm Financial Advisors LLC
 Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families. | Miembro del Comité de Inversión | 01/07/2019 |
Formación de Brad Combs.
| Rockhurst University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
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Paradigm Financial Advisors LLC
Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families. | Finance |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Finance |
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