Bradford Financial Center

Bradford Financial Center (CRD# 110953) is a financial advisory firm headquartered in Clarion, IA. They manage $104,939,492 in 1,277 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    1,277
    ACCOUNTS
  • Average Account Value
    $82,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MD, MN, MO, MS, MT, NE, NJ, NV, OH, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Bradford Financial Center
Showing 1 - 10 of 12 top financial advisors.
1
Jerome B. Moore
CRD#: 2728254
205 Powell Place, Suite 226, Brentwood, TN 37027
96
Wealthminder
score

Jerome Moore (CRD# 2728254) is an Investment Advisor Representative working at Bradford Financial Center in Brentwood, TN and has over 21 years of experience in the finance industry. Jerome Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kimberly S. Ausborn
CRD#: 4409695
215 North Main Street, Clarion, IA 50525
93
Wealthminder
score

Kimberly Ausborn (CRD# 4409695) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 10 years of experience in the finance industry.

3
David L. Cagwin
CRD#: 37984
221 1st Street, Kalona, IA 52247
93
Wealthminder
score

David Cagwin (CRD# 37984) is an Investment Advisor Representative working at Bradford Financial Center in Kalona, IA and has over 27 years of experience in the finance industry.

4
Cheryl A. Hamilton
CRD#: 1673031
205 Powell Place, Suite 226, Brentwood, TN 37027
93
Wealthminder
score

Cheryl Hamilton (CRD# 1673031) is an Investment Advisor Representative working at Bradford Financial Center in Brentwood, TN and has over 30 years of experience in the finance industry.

5
Larry L. Pickard
CRD#: 5361624
221 1st Street, Kalona, IA 52247
93
Wealthminder
score

Larry Pickard (CRD# 5361624) is an Investment Advisor Representative working at Bradford Financial Center in Kalona, IA and has over 9 years of experience in the finance industry.

6
Fred R. Sweers
CRD#: 1549283
200 Moorhead Ave, Ida Grove, IA 51445
93
Wealthminder
score

Fred Sweers (CRD# 1549283) is an Investment Advisor Representative working at Bradford Financial Center in Ida Grove, IA and has over 31 years of experience in the finance industry.

7
Brandon R. Walker
CRD#: 5207833
205 Powell Place, Suite 226, Brentwood, TN 37027
93
Wealthminder
score

Brandon Walker (CRD# 5207833) is an Investment Advisor Representative working at Bradford Financial Center in Brentwood, TN and has over 11 years of experience in the finance industry.

8
Shallon J. Weis
CRD#: 4364513
215 North Main Street, Clarion, IA 50525
93
Wealthminder
score

Shallon Weis (CRD# 4364513) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 13 years of experience in the finance industry.

9
Jarrod S. Raimann
CRD#: 6105333
215 North Main Street, Clarion, IA 50525
90
Wealthminder
score

Jarrod Raimann (CRD# 6105333) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 5 years of experience in the finance industry.

10
Sandra D. Jacobs
CRD#: 2072835
215 North Main Street, Clarion, IA 50525
87
Wealthminder
score

Sandra Jacobs (CRD# 2072835) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.