Bradley Katte has been an investment adviser representative at IMZ Advisory since December 2024, and is not listed among the firm’s executive officers or direct owners.
Imz Advisory Inc. is a Boca Raton, FL firm with $453M under management, 442 clients and 3 advisers in one office, as of its August 2026 filing.
Brad Katte is Financial Consultant at IMZ Financial Services, based in Boca Raton. He provides financial planning that includes tax-efficient strategies, investment management, retirement plan design, insurance solutions, estate planning resources, income planning for pre- and post-retirees, and access to alternative investments. He relocated to Boca Raton in 2024 to join the IMZ team.
Bradley Katte’s longest registration is the current one, 1 year at IMZ Advisory since 2024. Before joining IMZ Advisory in 2024, Bradley Katte was registered through Concorde Asset Management, LLC.
- Imz Advisory Inc.Current– present · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 314890
- Concorde Asset Management, LLC– · under a yearKewaskum, WI · Adviser representative · Firm CRD 140367
Professional designations
Listed by IMZ Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bradley Katte is registered as an investment adviser representative in Florida, since December 2024.
- FloridaSince 16 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 September 2024 |
| Series 7TO | General Securities Representative Examination | 18 July 2024 |
| SIE | Securities Industry Essentials Examination | 14 June 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Bradley Andrew Katte
- CRD
- 7486110
- Firm
- IMZ Advisory · CRD 314890
- Office
- 137 W. ROYAL PALM ROAD, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- imzfinancialservices.com
Where does Bradley Katte work?
Bradley Katte is an investment adviser representative registered through Imz Advisory Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Katte a financial advisor?
Yes. Bradley Katte has a current investment-adviser registration in Florida, through IMZ Advisory since December 2024.
How many years of experience does Bradley Katte have?
Bradley Katte has 2 years in the financial industry, since August 2024, across 2 adviser firms.
What exams has Bradley Katte passed?
Bradley Katte has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2024.
Where did Bradley Katte work before IMZ Advisory?
Before IMZ Advisory, Bradley Katte was registered through Concorde Asset Management, LLC, October 2024 to November 2024.
Where is Bradley Katte based?
Bradley Katte’s registered office is in Boca Raton, FL.
Is Bradley Katte registered with FINRA?
No. Bradley Katte has no current broker registration.
Is Bradley Katte a CFP?
IMZ Advisory lists Bradley Katte with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Brad Katte, CFP® biography, imzfinancialservices.com
How can I verify Bradley Katte’s record?
Search CRD 7486110 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Katte’s full registration record.