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Braden John Schipke

The Genwealth Group, Inc.

Maplewood, NJ

CRD 5329717

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Employer firm

The Genwealth Group, Inc. CRD 154569

$661M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
The Genwealth Group, Inc.

6 Inwood Place, Maplewood, NJ 07040 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-03-17
  • NJ RA
    APPROVED
    Since 2016-03-17

Branch Locations

6 Inwood Place, Maplewood, NJ 07040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Maplewood NJ 05/2011 06/2017
The Genwealth Group, Inc. Maplewood NJ 05/2011 Present
Purshe Kaplan Sterling Investments Albany NY 06/2017 12/2018
Previous Registrations
Other Businesses

1. Independent Insurance Agent. Not Investment Related. 6 Inwood Place, Maplewood, NJ 07040. Insurance Sales. 01/2019. Less than 5 Hr/Mo. Selling fixed insurance. 2. Family Connections, Inc, non investment related, 7 Glenwood Ave, #101, East Orange, NJ 07017, Non-Profit Organization, Vice President/Board Member, Start date: 11/2018, Hrs/Month: 7-10 hours, Duties: Volunteer position, lead development committee and plan out strategic initiatives.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-05-24
  • S63 Uniform Securities Agent State Law Examination
    2007-05-24
Designations
  • Certified Financial Planner
Other Names
  • Braden John Schipke
  • Braden John Schipke, Cfp

View on SEC IAPD

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