Bradford James Pinter

Employer firm

Stonebridge Financial Group CRD 166251

$739M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2011 → Present
  Advisory Alpha, Llc
  Chicago, IL
• 11/2012 → Present
  Global Financial Group Advisors Llc D/B/A Stonebridge Financial
  Grand Rapids, MI
• 05/2004 → Present
  Coordinated Financial Strategies/Global Financial
  Grand Rapids, MI
• 09/2013 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Grand Rapids, MI

Previous Registrations

• 2011-10-05 → 2014-03-03
  Advisory Alpha, Llc
  Chicago, IL
  Grand Rapids, MI
  Holland, MI
• 2010-05-05 → 2011-12-16
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2011-08-18 → 2011-09-19
  Regal Investment Advisors Llc
  Kentwood, MI
• 2010-04-09 → 2010-05-06
  Principal Securities, Inc.
  Libertyville, IL
  Grand Rapids, MI
  Hastings, MI

Other Businesses

1) 14 BATAVIA, LLC; NOT INVESTMENT RELATED 30 Mayfair Dr, GRAND RAPIDS, MI 49503; REAL ESTATE HOLDING COMPANY; MANAGING MEMBER;3/1/2013; LESS THAN 2 HRS/MONTH;0 HRS DURING TRADING; PROPERTY MANAGEMENT 2) APPOINTMENT WITH MULTIPLE CARRIERS NOT INVESTMENT RELATED; 3333 Deposit Dr., STE 220, Grand Rapids, MI / 159 N. Sangamon St. STE 200, Chicago, IL 60607; INSURANCE; PRESIDENT;6/4/2013; LESS THAN 5; APPROX 1 HR/WEEK; INSURANCE SERVICES 3) COLEMAN & HUGHES; INVESTMENT RELATED; 5380 CASCADE RD, STE. 300, GRAND RAPIDS, MI 49546; EMPLOYEE BENEFITS (OTHER THAN RETIREMENT PLANS); ALLIANCE/REFERRAL RELATIONSHIP; 2/2014; 5-10 HRS/MONTH;5-10 HRS DURING TRADING; ADVISE CLIENTS IN THE AREA OF RETIREMENT PLANS 4) Stonebridge Financial Group; investment related; 3333 Deposit Dr STE 220 Grand Rapids, MI & 159 N. Sangamon St, STE 200 Chicago, IL; president;5/1/2016;100 hrs/month;5 hrs during trading; consulting related to retirement plans and individual portfolio management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-03

Designations

• Chartered Financial Consultant