Advisor at Bradford Financial Center
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bradford Financial Center
Location
Clarion, IA 50525
Credentials
CFP®, Series 63
Industry experience
52 years
One-time fixed fee for consulting services related to appreciated property if client does not use Watch and Manage service.
0% to 2% annually (negotiated)
Commissions on securities transactions when BFC IARs act as registered representatives of United Planners broker-dealer.
$100 to $500 per hour for financial planning services, depending on number of recommendations implemented and staff involved.
Fee-only: Hourly fees from $100 to $500 for financial planning services, depending on complexity and personnel involved; may be waived if client engages Watch and Manage service.
Stor-It Wright Storage
2018 - Present (8 years)
Bradford
2015 - Present (11 years)
Bradford Business and Development Center
2015 - Present (11 years)
Home Systems and Supply LLC
2014 - Present (12 years)
Everbank
2014 - 2018 (4 years)
BZ Neez
2011 - Present (15 years)
Oak Hill Assisted Living
2010 - Present (16 years)
Bradford Group Inc. Rental
2010 - Present (16 years)
Bradford Tax & Accounting Network
2008 - Present (18 years)
Bradford Group Inc
2006 - Present (20 years)
United Planners Financial Services
2006 - Present (20 years)
Bradford Financial Center
1970 - Present (56 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63
Clarion, IA
Bradford Financial Center
CFP®, Series 66
Clarion, IA
Bradford Financial Center
Series 63, Series 66
Clarion, IA
Bradford Financial Center
Series 65
Kalona, IA
Bradford Financial Center
Series 66
Clarion, IA
Bradford Financial Center
Series 66
Belmond, IA
Thrivent Investment Management
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