menu BRADFORD'S ADVISORY TEAM JAMES W. TAUSZ CFP®, AIF® President jim@bradfordfinancialcenter.com Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary designee, a Registered Representative with United Planners... SHALLON J. WEIS CFP®, AIF® Financial Advisor shallon@bradfordfinancialcenter.com Shallon is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners... MARTY W. SCHIMP CRPS® Financial Advisor marty@bradfordfinancialcenter.com Marty is a Chartered Retirement Plans Specialist®, Financial Advisor with Bradford Financial Center and a Registered Representative with United... JARROD S. RAIMANN Financial Advisor jarrod@bradfordfinancialcenter.com Jarrod is a Registered Representative offering securities through United Planners Financial Services, a member of FINRA/SIPC and an Investment Advisor... ABOUT US Your dreams are like ours were 50 years ago. Bradford’s founders started with a vision, we remained steadfast to the dream and through hard work, expertise and a team approach, we can look back with pride and look ahead with confidence. Set goals. Never waver. Enjoy the journey. Celebrate the accomplishments. CORPORATE OFFICES Clarion: 215 North Main, Clarion, Iowa 50525 Garner: 180 E. 5th Street, Garner, Iowa 50438 GET IN TOUCH 515.532.6661 800.348.4419 admin@bradfordfinancialcenter.com | | | Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. 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, DC, Florida, Georgia, 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 © 2021 Bradford Financial Center All rights reserved.