AdFi
GR

Gregory Ryan Bradstreet

Investment Adviser Representative at FARNAM FINANCIAL

Peoria, AZCRD #5357252Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ArizonaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/23/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 1/20/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/1/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/9/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
First $2,000,0001.00%
$2,000,001 to $10,000,0000.60%
$10,000,001 and Above0.30%
Source

Farnam Financial Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FARNAM FINANCIALCurrent
4/23/2024Peoria, AZ
SCHWAB WEALTH ADVISORY, INC.
3/5/20124/11/2024Phoenix, AZ
CHARLES SCHWAB & CO., INC.
8/24/20113/5/2012Phoenix, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FARNAM FINANCIAL

2 other advisors in the directory

View FARNAM FINANCIAL firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Ryan Bradstreet has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.