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Bradley James Improta

Planning Alternatives Ltd

Jackson, WY

Birmingham, MI

CRD 8226529

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Employer firm

Planning Alternatives Ltd CRD 110268

$1.54B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-03-16
  • WY RA
    APPROVED
    Since 2026-03-16

Branch Locations

50 W Broadway Suite 103, Jackson, WY 83001 • United States

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • 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
Planning Alternatives Ltd Birmingham MI 04/2024 05/2026
Two Ocean Builders Jackson WY 04/2022 04/2024
Streetaccount (Factset) Jackson WY 06/2016 04/2022
Planning Alternatives Ltd Birmingham MI 05/2026 Present
Designations
  • Certified Financial Planner
Other Names
  • Bradley Improta

View on SEC IAPD

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