Profile
Mr. Bradley S.
Van Aken is a Chief Compliance Officer at Agate Pass Investment Management LLC.
He manages a variety of portfolios in trusts, individual agency, and retirement accounts.
He has over 20 years of investment experience.
Prior to joining Agate Pass, Mr. Van Aken was a Senior Portfolio Manager with HighMark Capital, the investment arm of Union Bank.
He started his financial career in Chicago with Security Capital Group, a global real estate investment company that specialized in real estate investment trusts (REITs).
He holds the Accredited Wealth Management Advisor designation from the College of Financial Planning.
Brad Van Aken active positions
| Companies | Position | Start |
|---|---|---|
Agate Pass Investment Management LLC
 Agate Pass Investment Management LLC Investment ManagersFinance Agate Pass Investment Management LLC (Agate) is an independent registered investment advisor and wealth management firm headquartered in Bainbridge Island, Washington. The firm is owned by Brad Van Aken and Dan Rutter. Agate manages portfolios for individuals, trusts, foundations and endowments. | Chief Executive Officer | 2010-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Agate Pass Investment Management LLC
Agate Pass Investment Management LLC Investment ManagersFinance Agate Pass Investment Management LLC (Agate) is an independent registered investment advisor and wealth management firm headquartered in Bainbridge Island, Washington. The firm is owned by Brad Van Aken and Dan Rutter. Agate manages portfolios for individuals, trusts, foundations and endowments. | Finance |
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