Bradford Financial Center
Encyclopedia
Bradford Financial Center new article content ...
The Bradford Financial Center, established in 1970, is one of the largest independent financial planning firms in the Midwest United States. The company's headquarters are in Clarion Iowa. The company was founded by James Tausz
, who is still the company's president. The Bradford is a Registered Investment Advisor
firm, and operates through United Planners' Financial Services of America, Member FINRA/SIPC.
is stemmed from IDS, which later became known as American Express
, and then Ameriprise. At IDS, Tausz was a top-ranked broker and served as the basis of inspiration for the company's model of "Financial Planning for a Fee," which company VP Vint Lewis popularized by training thousands of IDS stock brokers. Today, the concept of a "Financial Advisor" is nearly an industry standard. Before the IDS model, almost all stock brokers worked on commissions only. Tausz has spoken, by invitation, in Washington DC on matters of tax law reform.
The Bradford Financial Center, established in 1970, is one of the largest independent financial planning firms in the Midwest United States. The company's headquarters are in Clarion Iowa. The company was founded by James Tausz
James Tausz
James W. Tausz is the founder and CEO of the Bradford Financial Center, established in 1970, which is one of the largest independent financial firms in the Midwest United States, and several other corporations....
, who is still the company's president. The Bradford is a Registered Investment Advisor
Registered Investment Advisor
The term Registered Investment Adviser is used to describe an Investment Adviser who is registered with the Securities and Exchange Commission or a state's securities agency. The term has been popularized due to its use within the Investment Advisers Act of 1940 and its association to the term...
firm, and operates through United Planners' Financial Services of America, Member FINRA/SIPC.
History
Company president James Tausz is known as the founder of "Trend Management," which is used at the Bradford Financial Center. Much of today's model for what a financial advisorFinancial adviser
A financial adviser, is a professional who renders financial services to individuals, businesses and governments. This can involve investment advice, which may include pension planning, and/or advice on life insurance and other insurances such as income protection insurance, critical illness...
is stemmed from IDS, which later became known as American Express
American Express
American Express Company or AmEx, is an American multinational financial services corporation headquartered in Three World Financial Center, Manhattan, New York City, New York, United States. Founded in 1850, it is one of the 30 components of the Dow Jones Industrial Average. The company is best...
, and then Ameriprise. At IDS, Tausz was a top-ranked broker and served as the basis of inspiration for the company's model of "Financial Planning for a Fee," which company VP Vint Lewis popularized by training thousands of IDS stock brokers. Today, the concept of a "Financial Advisor" is nearly an industry standard. Before the IDS model, almost all stock brokers worked on commissions only. Tausz has spoken, by invitation, in Washington DC on matters of tax law reform.
See also
- James TauszJames TauszJames W. Tausz is the founder and CEO of the Bradford Financial Center, established in 1970, which is one of the largest independent financial firms in the Midwest United States, and several other corporations....
- Certified Financial PlannerCertified Financial PlannerThe Certified Financial Planner designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc...
- Registered Investment AdvisorRegistered Investment AdvisorThe term Registered Investment Adviser is used to describe an Investment Adviser who is registered with the Securities and Exchange Commission or a state's securities agency. The term has been popularized due to its use within the Investment Advisers Act of 1940 and its association to the term...
- Greenridge CapitalGreenridge CapitalGreenridge Capital is an exclusive, private investment group, or hedge fund, founded in 2006 by a small group of Christian philanthropists. The company is incorporated in Minnesota, USA, and has contractor offices in 6 other states, including reps from Costa Rica, Puerto Rico, Germany, Sweden, and...
, another Iowa financial company.