Bradley James Kmetz

Employer firm

Ausdal Financial Partners, Inc. CRD 7995

$3.73B regulatory AUM 665 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON UMA PLATFORMS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1996 → 04/2017
  G James Kmetz Cpa
  Willowbrook, IL
• 01/2015 → 10/2024
  First Heartland Capital Inc
  Lake St Louis, MO
• 01/2015 → 10/2024
  Signature Financial Services, Ltd
  Arlington Heights, IL
• 10/2024 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA
• 04/2017 → Present
  Kmetz Financial Group
  Downers Grove, IL

Previous Registrations

• 2015-01-12 → 2024-10-31
  Signature Financial Services, Ltd
  Willowbrook, IL
  Arlington Heights, IL
• 2012-05-24 → 2013-10-31
  Signature Financial Services, Ltd
  Willowbrook, IL

Other Businesses

KMETZ FINANCIAL GROUP, INC.; INVESTMENT RELATED; WILLOWBROOK, IL; ACCOUNTING AND TAXATION SERVICES; CPA; ACTIVITY BEGAN 5/2017; I DEVOTE 160 HOURS PER MONTH TO THIS ACTIVITY; FULL SERVICE ACCOUNTING AND TAX PREPARATION. WILLOWBROOK BURR RIDGE CHAMBER OF COMMERCE; NOT INVESTMENT RELATED; BURR RIDGE, IL; NON-PROFIT CHAMBER OF COMMERCE; TREASURER, MEMBER SINCE 2001; I DEVOTE APPX 2-3 HOURS PER MONTH TO THIS ACTIVITY; REVIEW ADMINISTRATORS BOOKKEEPING, RECONCILE BANK STATEMENTS AD COMPILE FINANCIALS FOR BOARD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-15
• S63 Uniform Securities Agent State Law Examination
  2011-11-04