Bradley Joseph Bars
Investment adviser representative at Creative Investment Group
10 yearsExperience
1 stateRegistered in
$209MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Creative Investment GroupJan 2025 to now
- LPL Financial, LLCSep 2020 to Mar 2025
- Bank of America, N.A.Aug 2018 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Sep 2020
- Fifth Third BankFeb 2017 to Jun 2018
- Insurance Professionals of TennesseeNov 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
Creative Investment Group
Legal name: Creative Investment Group LLC
$209MAssets managed
144Clients
6Advisers
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
- 6979173
- Firm CRD
- 334028