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Karli Rae Bradley

Retirement Planners Of America

Scottsdale, AZ

Plano, TX

Peoria, AZ

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2016-07-20
  • AZ RA
    APPROVED
    Since 2016-07-20

Branch Locations

8800 E. Raintree Drive, Suite 220, Scottsdale, AZ 85260 • United States

2820 Dallas Parkway, Plano, TX 75093 • United States

14050 N 83Rd, Suite 290, Peoria, AZ 85381 • 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
Retirement Planners Of America Scottsdale AZ 07/2016 Present
Previous Registrations
  • 2011-03-22 → 2016-07-07
    Usaa Financial Planning Services
    Phoenix, AZ
Other Businesses

INDEPENDENT INSURANCE AGENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-08
  • S66 Uniform Combined State Law Examination
    2011-03-08
Designations
Other Names
  • Karli R Kulszan

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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