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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.

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