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
Kalona, IA 52247
Credentials
Series 65
Industry experience
18 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.
Coldwell Real Estate
2010 - Present (16 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
CFP®, Series 63
Clarion, IA
Bradford Financial Center
Series 63, Series 66
Clarion, IA
Bradford Financial Center
Series 66
Clarion, IA
Bradford Financial Center
Series 66
Belmond, IA
Thrivent Investment Management
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