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Bradford's Advisory Team

James W. Tausz CFP®, AIF®

President
jim@bradfordfinancialcenter.com
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary designee, a Registered Representative with United Planners...

Shallon J. Weis CFP®, AIF®

Financial Advisor
shallon@bradfordfinancialcenter.com
Shallon is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners...

Marty W. Schimp CRPS®

Financial Advisor
marty@bradfordfinancialcenter.com
Marty is a Chartered Retirement Plans Specialist®, Financial Advisor with Bradford Financial Center and a Registered Representative with United...

Jarrod S. Raimann

Financial Advisor
jarrod@bradfordfinancialcenter.com
Jarrod is a Registered Representative offering securities through United Planners Financial Services, a member of FINRA/SIPC and an Investment Advisor...

About Us

Your dreams are like ours were 50 years ago. Bradford’s founders started with a vision, we remained steadfast to the dream and through hard work, expertise and a team approach, we can look back with pride and look ahead with confidence.
Set goals. Never waver. Enjoy the journey. Celebrate the accomplishments.

 

Corporate Offices

Clarion: 215 North Main, Clarion, Iowa 50525
Garner: 180 E. 5th Street, Garner, Iowa 50438

 

Get In Touch

 515.532.6661
  800.348.4419
 admin@bradfordfinancialcenter.com

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Securities offered through United Planners Financial Services, Member FINRA and SIPC. Advisory services offered through Bradford Financial Center, a Registered Investment Advisor. Insurance Services offered through Bradford. Bradford and Bradford Financial Center are not affiliated with United Planners.  

We are registered to sell securities in the following states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, DC, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, Wyoming.

Form ADV Part 3: Relationship Summary

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