Bradford Financial Center Employee Directory

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.

Sign up for free to view info

Company overview Email format