Brad Bolin Email & Phone Number
Senior Wealth Advisor @ MERIDIAN INVESTMENT ADVISORS, INC.
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Brad Bolin Location
- Indianapolis, IN, US
Brad Bolin Work
- 2026 -now Senior Wealth Advisor @
- 2012 -2026 Wealth Advisor - Charles Schwab Wealth Advisory, Inc @
- 2007 -2011 Portfolio Consultant - Schwab Private Client (SPC) @
- 2004 -2007 Portfolio Consultant - Advised Investing Signature Team Member (AIS) @
- 2001 -2003 Advice Consultant @
- 2000 -2001 Customer Service and Broker @
Brad Bolin Education
- University of Indianapolis
Bachelor of Arts
1997-2000
Brad Bolin Skills
- Series 7
- Aams And Cmfc
- Licenses
- College For Financial Planning
Brad Bolin Summary
- Brad Bolin, based in Indianapolis, IN, US, is currently a Senior Wealth Advisor at Meridian Investment Advisors Inc.. Brad Bolin brings experience from previous roles at Charles Schwab. Brad Bolin holds a 1997 - 2000 Bachelor of Arts @ University of Indianapolis. With a robust skill set that includes Series 7, Aams And Cmfc, Licenses, College For Financial Planning and more. Brad Bolin has 1 emails on RocketReach.
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