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BRADFORD FINANCIAL CENTER

CLARION, IA · CRD 110953 · IAPD ↗ · bradfordfinancialcenter.com · 515.532.6661

$229.7MRegulatory AUM
14Advisory reps
26Employees
0Clients
0Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — BRADFORD FINANCIAL CENTER grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — BRADFORD FINANCIAL CENTER shrank from 12 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
January 2025 — BRADFORD FINANCIAL CENTER added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.