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
Gilmore City, IA 50541
Credentials
Series 66
Industry experience
4 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.
Bradford Financial Center Independent RIA
2024 - Present (2 years)
Bradford Financial Center
2024 - Present (2 years)
United Planners
2023 - Present (3 years)
Carlton & Danielle DeWall Property Management
2023 - Present (3 years)
Carlton DeWall
2022 - Present (4 years)
Woodbury Financial Services inc
2020 - 2023 (3 years)
Carl DeWall Farms
2020 - 2026 (6 years)
DeWall Farms
2019 - Present (7 years)
Automated Production Systems
2017 - 2019 (2 years)
New Cooperative
2016 - 2017 (1 year)
4Rivers Equipment
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Humboldt, IA
Edward Jones
Series 65
Humboldt, IA
Avantax Planning Partners, Inc.
Series 66
Humboldt, IA
Sound Income Strategies, LLC
Series 65
Humboldt, IA
Sound Income Strategies, LLC
Series 66
Humboldt, IA
Ameriprise
Series 66
Humboldt, IA
Edward Jones
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