David Stanton

Marty Schimp is a financial advisor with Bradford Financial Center in Clarion, IA, holding a Series 63 designation and 35 years of industry experience. He has worked with United Planners' Financial Services and Bradford Financial Center since 2006 and has been involved with Bradford Insurance since 1994. Outside of his advisory roles, he serves as president of MWS Financial LLC, a private LLC not held out to the public. Bradford Financial Center provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers portfolio management through its Watch and Manage program, participation in the SEI Asset Management Program, and coordination with outside professionals.

James Tausz is a CFP® with over 50 years of experience in financial advising, currently serving at Bradford Financial Center in Clarion, Iowa. He has been with Bradford since 1970 and holds Series 63 registration. Outside of his advisory role, Tausz is involved in several business ventures including ownership of an internet auction warehouse and participation in an assisted living facility as a silent partner. Bradford Financial Center provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers a combination of technology-driven portfolio management, third-party manager referrals, and coordinated support with outside professionals.

Shallon Weis is a financial advisor with Bradford Financial Center in Clarion, IA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been associated with Bradford Financial Center since 2005 and is involved in multiple business activities, including serving as a city council member for Galt, IA. Outside of finance, she is engaged in tractor repair and small farm operations through Weis Services. Bradford Financial Center provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers services such as written financial plans, portfolio management through its Watch and Manage program, participation in the SEI Asset Management Program, and coordination with outside professionals including accountants and attorneys.

Larry Pickard is a financial advisor with Bradford Financial Center in Clarion, IA, holding a Series 65 designation and 18 years of industry experience. He has worked as a real estate agent and title broker associate with Coldwell Real Estate since 2010. Bradford Financial Center serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, managing approximately $232 million in discretionary assets. The firm offers comprehensive financial planning and portfolio management through its Watch and Manage program, coordinates with outside professionals, and provides employer-plan support and specialized consulting services.

Holly Miller is a financial advisor with LPL Financial based in Mason City, IA, holding a Series 66 designation and 15 years of industry experience. Her prior positions include roles at Cetera Investment Advisors LLC and Cetera Investment Services, as well as a longstanding affiliation with First Citizens National Bank. Miller is also an agent selling fixed annuities through Fidelity & Guarantee Life. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Kevin Kakacek is a financial advisor with Ameriprise in Clarion, Iowa, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, Kakacek serves on the Board of Directors for the Clarion Ruritans and is a session member of the United Presbyterian Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach incorporates research, modeling, and tax-efficiency strategies, delivering tailored, non-discretionary recommendations in partnership with the client’s advisor.