Marty
Schimp
Bradford Financial Center
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About this Advisor
Marty Schimp is a financial advisor operating in Clarion, Iowa with 24 years of relevant experience. Schimp is currently employed by Bradford Financial Center. Over the course of their career, Schimp has held roles at Bradford Financial Center, United Planners' Financial Services and Bradford Insurance. Schimp holds a Series 63 license, certifying them as a securities representative, and is registered to work in Iowa. Bradford Financial Center is a company that has its headquarters in Clarion, IA. The investment advisory business has offices in three locations and a total of 21 employees. It manages $187 million in assets between its 1,632 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,632 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Bradford Financial Center has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the services provided. Fee types billed by Bradford Financial Center most 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
Marty Schimp Work History
Marty has been registered as a financial advisor for 24 years.*
United Planners' Financial Services
Bradford Financial Center
Bradford Financial Center
Bradford Financial Center
Bradford Financial Center
Bradford Financial Center
Bradford Insurance
*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 Marty Schimp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.