Brad Christopher Neumann
Investment adviser representative at Trumbower Financial Advisors LLC
15 yearsExperience
3 statesRegistered in
CFADesignation
$2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Trumbower Financial Advisors, LLCMay 2011 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Trumbower Financial Advisors LLC
$2BAssets managed
246Clients
6Advisers
30 yearsIn 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
- 4706942
- Firm CRD
- 107495