Brad Michael Kreiner

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2010 → 11/2024
  Sigma Financial Corporation
  Ann Arbor, MI
• 10/2010 → 11/2024
  Sigma Planning Corporation
  Ann Arbor, MI
• 11/2024 → Present
  Guardian Life Insurance Company
  Southfield, MI
• 11/2024 → Present
  Park Avenue Securities
  Southfield, MI

Previous Registrations

• 2010-11-24 → 2024-11-19
  Spc
  Ann Arbor, MI
  Lake Orion, MI
  Troy, MI
  Bloomfield Hills, MI
• 2009-11-20 → 2010-10-27
  Park Avenue Securities Llc
  Troy, MI
  Southfield, MI
  Troy, MI
  New York, NY
  New York, NY
  New York, NY
  Troy, MI
• 2004-12-14 → 2008-09-09
  Signator Investors, Inc.
  Troy, MI

Other Businesses

1) Kreiner Financial Network,- independent broker, Nature of business: sale of life, disability, and group insurance, Start date: 02/01/1979, Duties: Insurance products other than those offered through Guardian and its subsidiaries, Address: 29800 Telegraph Rd Southfield, MI 48034, 80 total hours per month 80 during securities trading hours, Investment related, 2) Great Lakes Financial Network LLC- sole proprietor, Nature of business: sell group health medical and Medicare supplements, Duties: Head of company, Start date: 04/26/2004, Address: 29800 Telegraph Rd Southfield, MI 48034, 5 total hours per month, 0 during securities trading hours, Investment related, 3) Oakland University- Adjunct Professor, Nature of business: Teaching CFP classes offered through Oakland University, Start date: 06/01/2009, Duties: Teaching, Address: 318 Meadow Brook Rd Rochester, MI 48309, 23 total hours per month 23 during securities trading hours, Investment related,

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-24
• S63 Uniform Securities Agent State Law Examination
  1985-02-01

Designations

• Certified Financial Planner

Other Names

• Brad M Kreiner
• Brad Michael Kreiner
• Brad Kreiner