Brad Pries
Directeur Général chez Sawtooth Asset Management, Inc.
Profil
Mr. Bradley E.
Pries is a Partner & President at Simplicity Solutions LLC.
He has over 27 years of industry experience
He worked as a President by Redhawk Wealth Advisors, by Integrated Portfolio Management, by MAI Advisors, OSJ by Royal Alliance, Senior VP by Mount Yale Capital Group
He has BSB & MBA from University of Minnesota.
Postes actifs de Brad Pries
| Sociétés | Poste | Début |
|---|---|---|
Sawtooth Asset Management, Inc.
 Sawtooth Asset Management, Inc. Investment ManagersFinance Part of Simplicity Financial Marketing Holdings, Inc., Sawtooth Asset Management, Inc. is a company that provides managed account investment solutions to independent wealth advisors. The company is based in Bloomington, MN. The company was founded in 2009 by Bradley Earl Pries, who has been the CEO since 2009. Sawtooth Asset Management was acquired by Simplicity Financial Marketing Holdings, Inc. on September 14, 2021. | Directeur Général | 01/04/2009 |
Anciens postes connus de Brad Pries
| Sociétés | Poste | Fin |
|---|---|---|
Simplicity Solutions LLC
 Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies. | Directeur Général | 01/01/2022 |
STYX Capital LLC
 STYX Capital LLC Miscellaneous Commercial ServicesCommercial Services STYX Capital LLC provides leasing, contract servicing and inventory management services. It offers financing solutions for golf clubs, simulators, launch monitors, carts, ball pickers, and irrigation systems. The company was founded in 2003 and is headquartered in Round Rock, TX. | Corporate Officer/Principal | - |
Redhawk Wealth Advisors, Inc.
 Redhawk Wealth Advisors, Inc. Investment ManagersFinance Redhawk Wealth Advisors, Inc. (Redhawk) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Dan Hunt in 2008. Redhawk provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, captive insurance companies (CIC or CICs), qualified retirement plans, or other businesses. | Corporate Officer/Principal | - |
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Corporate Officer/Principal | - |
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brad Pries
| The Curtis L. Carlson School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
STYX Capital LLC
STYX Capital LLC Miscellaneous Commercial ServicesCommercial Services STYX Capital LLC provides leasing, contract servicing and inventory management services. It offers financing solutions for golf clubs, simulators, launch monitors, carts, ball pickers, and irrigation systems. The company was founded in 2003 and is headquartered in Round Rock, TX. | Commercial Services |
Sawtooth Asset Management, Inc.
Sawtooth Asset Management, Inc. Investment ManagersFinance Part of Simplicity Financial Marketing Holdings, Inc., Sawtooth Asset Management, Inc. is a company that provides managed account investment solutions to independent wealth advisors. The company is based in Bloomington, MN. The company was founded in 2009 by Bradley Earl Pries, who has been the CEO since 2009. Sawtooth Asset Management was acquired by Simplicity Financial Marketing Holdings, Inc. on September 14, 2021. | Finance |
Mount Yale Capital Group LLC
Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Finance |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
Redhawk Wealth Advisors, Inc.
Redhawk Wealth Advisors, Inc. Investment ManagersFinance Redhawk Wealth Advisors, Inc. (Redhawk) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Dan Hunt in 2008. Redhawk provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, captive insurance companies (CIC or CICs), qualified retirement plans, or other businesses. | Finance |
Simplicity Solutions LLC
Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies. | Finance |
