James W. Tausz
James W Tausz has served the financial planning industry and worked with corporations and individuals across the U.S. since 1970. He is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary designee, a Registered Representative with United Planners Financial Services of America, and is the president of Bradford. Jim earned his master’s degree from South Dakota...
Shallon J. Weis
Shallon J. Weis, CFP, AIF is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners Financial Services, and is a financial advisor with Bradford Financial Center. She received her Bachelor of Science Degree in Business/Finance from the University of Phoenix. She has been in the financial planning and insurance...
Marty W. Schimp
Marty W. Schimp, a native of Belmond, Iowa serves as an independent advisor for Bradford. He is a graduate of Buena Vista University where he earned his BA degree in business management. Marty's investment beliefs center around a long-term, value-oriented objective. When he works with investors, he sets a five-year time frame for each portfolio. His goal is to...
Jarrod S. Raimann
Jarrod S. Raimann is a Registered Representative offering securities through United Planners Financial Services, a member of FINRA/SIPC and an Investment Advisor Representative with Bradford Financial Center an independent registered invest advisor under the Investment Advisors Act of 1940. He has been active in the financial planning and insurance industry since 2012. Jarrod believes wealth protection and education...