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, Connecticut, DC, Florida, Georgia, Hawaii, 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   Privacy Policy 
Form ADV Part 2

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.

119 Central Ave W
Clarion, IA 50525
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.