Jarrod
Raimann
Bradford Financial Center
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About this Advisor
Jarrod Raimann is a financial advisor working in Clarion, Iowa, who has 8 years of relevant experience. Raimann is an advisor for Bradford Financial Center. During their career, Raimann has held roles at Wells Fargo Bank, Na, Principal Life Ins Co, Princor Financial Services Corp, United Planners' Financial Services, Bradford Group Inc, Bradford Financial Center, Bennigan'S Restaurant, Bradford Insurance and Wells Fargo Advisors, LLC. Raimann holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Bradford Financial Center is an advisory business that has its headquarters in Clarion, IA. The firm has offices in three locations and a total of 21 financial advisors. It has $187 million in total assets across its 1,632 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,632 client accounts, just 11% belong to high-net-worth investors who have more than $1 million in assets available to invest. Bradford Financial Center has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Bradford Financial Center can be comprised of 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
Jarrod Raimann Work History
Jarrod has been registered as a financial advisor for 8 years.*
Bradford Group Inc
Bradford Group Inc
Bradford Insurance
United Planners' Financial Services
Bradford Financial Center
Bradford Financial Center
Bradford Group Inc
Bradford Financial Center
Bennigan'S Restaurant
Principal Life Ins Co
Princor Financial Services Corp
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
*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 Jarrod Raimann 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
Brentwood, TN
Kalona, IA
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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