Brad Poertner
Contact
312-201-5101
Brad Poertner
Business Development Consultant
IA, MN, ND, NE, SD, WI

Brad heads up business development efforts for financial advisors living in Iowa, Minnesota, Nebraska, North and South Dakota and Wisconsin. He provides support to financial advisors seeking to build scalable and efficient businesses through practice management, marketing efforts and investment consulting.

Brad graduated from Indiana University where he earned a Bachelor of Science degree in Informatics. Prior to joining AssetMark, he was a software developer building scalable customer relationship management (CRM) systems and a consultant in lean processes. Brad currently holds his Series 65, 6 and 63 licenses.