Insights

Brand partnership Bradford Financial Center recently partnered with Fajen Consulting to develop a brand strategy focused on estate planning and financial services, signaling openness to external branding and marketing services to enhance client trust and market positioning.

Growth potential With revenue in the $10M-$25M range and a small team of 2-10 employees, Bradford appears poised for advisory platform expansions, technology upgrades, or outsourced support services to scale operations and service capacity.

Tech stack ripe Utilizes cloud and marketing analytics tools (AWS, Drupal, Google Analytics, Piwik PRO, DoubleClick Floodlight) and HR/CRM platforms (iCIMS, Microsoft 365), indicating opportunities for cybersecurity hardening, data integration, and marketing automation services.

Independent positioning Operates as an independent full-service planner with registered representatives through United Planners Financial Services, suggesting opportunities to offer independent broker-dealer support, compliance accelerators, and succession planning solutions.

Midwest focus Established since 1970 as a major Midwest independent firm, presenting a market-entry and regional growth opportunity for outsourced CFO services, estate planning collaborations, and community-focused financial education programs to deepen client relationships.

Bradford Financial Center Tech Stack

Bradford Financial Center uses 8 technology products and services including DoubleClick Floodlight, iCIMS, Amazon Web Services, and more. Explore Bradford Financial Center's tech stack below.

DoubleClick Floodlight

Advertising

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

Drupal

Content Management System

Microsoft 365

Wistia

Online Video Platforms

Google Analytics

Web Analytics

Piwik PRO Core

Web Analytics

Bradford Financial Center Email Formats	Example	Percentage
First@bradfordfinancialcenter.com	John@bradfordfinancialcenter.com	90%
Middle@bradfordfinancialcenter.com	Michael@bradfordfinancialcenter.com	10%

Bradford Financial Center Email Formats

Example

Percentage

First@bradfordfinancialcenter.com

John@bradfordfinancialcenter.com

90%

Middle@bradfordfinancialcenter.com

Michael@bradfordfinancialcenter.com

10%

Frequently Asked Questions

What is Bradford Financial Center's phone number?

You can contact Bradford Financial Center's main corporate office by phone at

+1-800-348-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bradford Financial Center's official website and social media links?

Bradford Financial Center's official website is bradfordfinancialcenter.com and has social profiles on LinkedIn.

How much revenue does Bradford Financial Center generate?

As of November 2026, Bradford Financial Center's annual revenue is estimated to be $10M - $25M.

What is Bradford Financial Center's NAICS code?

Bradford Financial Center's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Bradford Financial Center have currently?

As of November 2026, Bradford Financial Center has approximately 9 employees across 1 continents, including North America. Key team members include Office Manager And Public Relations: C. H., Office Manager And Public Relations: T. B. and Registered Agent: J. T. Explore Bradford Financial Center's employee directory with LeadIQ.

What industry does Bradford Financial Center belong to?

Bradford Financial Center operates in the Investment Management industry.

What technology does Bradford Financial Center use?

Bradford Financial Center's tech stack includes DoubleClick Floodlight, iCIMS, Amazon Web Services, Drupal, Microsoft 365, Wistia, Google Analytics and Piwik PRO Core.

What is Bradford Financial Center's email format?

Bradford Financial Center's email format typically follows the pattern of First@bradfordfinancialcenter.com. Find more Bradford Financial Center email formats with LeadIQ.

When was Bradford Financial Center founded?

Bradford Financial Center was founded in 1970.

Bradford Financial Center

Q: How many employees does Bradford Financial Center have currently?

Bradford Financial Center has approximately 9 employees.

Q: What technology does Bradford Financial Center use?

Bradford Financial Center's tech stack includes X-XSS-Protection, jQuery, Facebook, Google Analytics, LinkedIn.

Q: What is Bradford Financial Center's NAICS code?

Bradford Financial Center's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementIowa, United States2-10 Employees

Bradford Financial Center is an investment management firm based in Clarion, Iowa, offering financial planning services for individuals and businesses. Founded in 1970, the firm has grown into a midwestern independent, full-service practice that provides advisory services through Bradford Financial Center and securities through United Planners Financial Services. Its structure involves independent entities, with registered representatives handling securities and the advisory services provided directly by Bradford Financial Center. The company positions itself as a localized financial planning resource within the Midwest, serving clients who seek guidance in estate planning and overall financial strategy.

A recent development noted is a partnership formed with Fajen Consulting, LLC to develop a brand strategy that emphasises expertise in estate planning and financial services, aiming to better reflect the firm’s advisory capabilities to potential clients. Bradford operates with a modest team and maintains a focus on personal and business financial planning needs within its regional market.

Insights

Similar companies to Bradford Financial Center

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

LPL Financial

Merrill Lynch

Morgan Stanley

Edward Jones