Brad L Drager
Investment adviser representative at Bond Tech Inc
5 yearsExperience
2 statesRegistered in
$221.6MFirm assets
32 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Bond-tech, Inc.Oct 2016 to now
- Cantella & Co., Inc.Apr 2018 to Dec 2020
- Invest Capital PartnersApr 2017 to Dec 2022
- Harbor Financial Services, LLCMar 2017 to Feb 2018
- Midwestern Insurance ManagementNov 2016 to Dec 2022
- Raymond James Financial Services Advisors Inc.Oct 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Bond Tech Inc
$221.6MAssets managed
139Clients
2Advisers
32 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
- 5403175
- Firm CRD
- 105979