James
Tausz
Bradford Financial Center
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About this Advisor
James Tausz is a certified financial planner operating in Clarion, Iowa with a total of 24 years of relevant experience. Tausz is on the advisory team at Bradford Financial Center. During their career, Tausz has held roles at Bradford Financial Center, United Planners Financial Servcies, Bradford Group Inc, Everbank, Home Systems And Supply LLC, Bz Neez, Bradford, Oak Hill Assisted Living, Bradford Tax & Accounting Network and Stor-It Wright Storage. Tausz has a Series 63 license, qualifying them as a securities representative, and is approved to work in Iowa. Bradford Financial Center is a registered investment company operating out of Clarion, IA. The company has offices in three locations and a total of 21 financial advisors. It has $187 million in assets across its 1,632 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,632 accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically depend on which services the firm provides the client. However, fees billed by Bradford Financial Center likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bradford Financial Center Brokerage Details
$186,889,866
21
1,632
$114,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Tausz Work History
James has been registered as a financial advisor for 24 years.*
Stor-It Wright Storage
Bradford
Home Systems And Supply LLC
Bz Neez
Oak Hill Assisted Living
Bradford Tax & Accounting Network
United Planners Financial Servcies
Bradford Group Inc
Bradford Financial Center
Everbank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Tausz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bradford Financial Center
Clarion, IA
Kalona, IA
Brentwood, TN
Brentwood, TN
Clarion, IA
Clarion, IA
Ida Grove, IA
Clarion, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
