Brian K. Case, CFP®

Current

Managing Partner at Bradway Financial, LLC
Owner at Fit to Ride

Past

Advisor at Charter Oak Financial Group
Junior Advisor at LPL

Education

Certified Financial Planner Board of Standards

Connections

194 connections

Industry

Financial Services

Websites

Brian K. Case, CFP®’s Experience

Managing Partner

Bradway Financial, LLC

(Financial Services industry)

January 2000 — Present (10 years 9 months)

I operated as a state registered investment advisor under Case Financial Services through 2006 and formed the Bradway Financial entity when we crossed the assets under management threshold and became SEC registered.

Bradway Financial is an SEC Registered Investment Advisor, which allows us to provide unbiased investment management and advice. We charge a fee based on the assets under our management that ranges from 1 to 1.5 percent per year.

Client accounts are primarily maintained at Fidelity’s Institutional Brokerage Group. We consider Fidelity to be the best custodian from both fiduciary and technology perspectives. However, our Independent Registered Investment Advisor status allows us to manage investments at any other custodian or act as the advisor for accounts such as retirement and college savings plans.

Our disciplined approach to investment management ensures that investment allocations will match your objectives and expectations.
Owner

Fit to Ride

(Retail industry)

September 1990 — Present (20 years 1 month)

I opened a traditional bicycle retail store under the CycleFitness name and changed the name to State Line Cycles. In 2005 we changed the business model to focus on proper fit and started to work by appointment only.
Advisor

Charter Oak Financial Group

(Financial Services industry)

January 1998 — December 1999 (2 years )

Worked with Craig Roncaioli at the MassMutual agency in Farmington, CT.
Junior Advisor

LPL

(Privately Held; Financial Services industry)

January 1995 — December 1996 (2 years )

Worked with Bob Mauterstock in Glastonbury, CT to help build his independent financial planning and investment management firm.