Quinn Bradley Marquez
Investment adviser representative at A & I Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$560MFirm 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
10 years in the industry.
- A & I Wealth ManagementJul 2023 to now
- The University of DenverMay 2019 to Jul 2023
- San Ramon Valley HighschoolAug 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
A & I Wealth Management
Legal name: A & I Financial Services, LLC
$560MAssets managed
518Clients
11Advisers
17 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
- 8313754
- Firm CRD
- 148357