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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...

About Us

Your dreams are like ours were over 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 now look back with pride and look ahead with confidence.
Set goals. Never waver. Enjoy the journey. Celebrate the accomplishments.

 

Corporate Offices

Clarion: 119 Central Ave. W, 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 / SIPC. Advisory Services offered through Bradford Financial Center. Bradford Financial Center and United Planners are independent companies.

Marty Schimp is registered to conduct securities business in CA, IN, IA, MI, MN, NV, TN, WA. Insurance-related services may not be provided to individuals residing in any states other than IA.

Shallon Weis is registered to conduct securities business in AK, AZ, CA, ID, IA, KS, MO, MN, MS, NE, SD, TX, WA, WI. Insurance-related services may not be provided to individuals residing in any states other than AK, IA, MN.

James Tausz is registered to conduct securities business in AL, AK, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.  Insurance-related services may not be provided to individuals residing in any states other than AZ, AR, CO, FL, IL, IN, IA, KS, KY, MN, MO, NC, ND, OH, OR, SD, TN, TX, WA, WI.

This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

BFC Form CRS ADV

United Planners CRS

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