Brad Richard Metz
Investment adviser representative at Ark Advisors LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$195.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Ark Advisors LLCMay 2013 to now
- Purshe Kaplan Sterling InvestmentsMay 2013 to Jan 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Ark Advisors LLC
$195.6MAssets managed
339Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3037176
- Firm CRD
- 167456