Marty Schimp (CRD# 2074926) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 33 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 2240774
Osaic Wealth, Inc.
CRD# 3030371
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services | Scottsdale, AZ | Aug 2006 - Current | 17 |
| Bradford Financial Center | Clarion, IA | Jan 2006 - Current | 18 |
| Bradford Financial Center | Clarion, IA | Jan 2006 - Current | 18 |
| Bradford Financial Center | Clarion, IA | Jan 2006 - Current | 18 |
| Bradford Financial Center | Clarion, IA | Jan 2006 - Current | 18 |
| Bradford Financial Center | Clarion, IA | Mar 1994 - Current | 30 |
| Bradford Insurance | Clarion, IA | Jan 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management210MILLIONS
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Total Number of Accounts1,620ACCOUNTS
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Average Account Value$129,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, NE, NJ, NV, OH, SD, TN, TX, VA, WA
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