Our Financial Planning Philosophy
Strictly Business: Planning Strategies for Privately Owned Businesses.  A book co-authored by Brad.
Speaking engagements, seminars & seminar registration.
Newsletter Archive & Newsletter Sign Up
Phone, e-mail, address, fax
Miller Park - home of the Milwaukee Brewers
Biography

Brad Baldridge is a Fox College Funding Consultant specializing in providing customized planning using the latest tax, financial and academic strategies to reduce a family's college expenses. He is a uniquely trained specialist in late stage college funding planning. Brad provides proprietary tax, financial and academic strategies that can save a family tens of thousands of dollars per child over four years.

Past workshop sponsors include the Wisconsin Institute of Certified Public Accountants, Milwaukee Bar Association, Wisconsin School Counselor Association, Wisconsin Education Association Council, Wisconsin Association of College Admission Counseling, Community Park and Recreation Departments, MATC, Workforce Development Institute, The Apartment Association of Southeastern Wisconsin, and Milwaukee Public Schools.

Brad is a co-author of Strictly Business: Planning Strategies for Privately Owned Businesses , a book written to educate business owners on financial topics. His articles have appeared in newsletters for the local chambers of commerce and other business owner groups.

Brad is a registered representative of Securities America. He is a Certified Financial Planner (CFP®) and is a member of the local and national chapters of the Financial Planning Association.



Our Financial Planning Philosophy Strictly Business: Planning Strategies for Privately Owned Businesses.  A book co-authored by Brad. Speaking engagements, seminars & seminar registration. Newsletter Archive & Newsletter Sign Up Phone, e-mail, address, fax

9415 West Forest Home Avenue, Ste 202, Hales Corners, WI 53130
Phone: 414-529-9400   Fax: 414-529-9800   Email: brad@bradbaldridge.com

Securities offered through Securities America, Inc., member FINRA/SIPC, Bradley Baldridge, Registered Representative and Advisory services offered through Securities America Advisors, Inc., Bradley Baldridge, Investment Advisor Representative. Bradley Baldridge is licensed in the states of Wisconsin, Illinois and California. SIPC - www.sipc.org - FINRA - www.finra.org

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