Shallon Weis (CRD# 4364513) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 19 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 2240774
Osaic Wealth, Inc.
CRD# 3030371
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Joshua And Shallon Weis | Galt, IA | Nov 2018 - Current | 5 |
Bradford Tax & Accounting Network | Clarion, IA | Jan 2015 - Current | 9 |
Weis Services | Galt, IA | Jun 2014 - Current | 9 |
Weis Services | Galt, IA | Jun 2014 - Current | 9 |
Bradford Insurance | Clarion, IA | Jan 2009 - Current | 15 |
United Planners Financial Services Of America | Scottsdale, AZ | Aug 2006 - Current | 17 |
Bradford Financial Center | Clarion, IA | Jan 2005 - Current | 19 |
Bradford Group | Clarion, IA | Jan 2005 - Dec 2020 | 15 |
Everbank | Clarion, IA | May 2014 - Mar 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2004 |
S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- IA
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts1,620ACCOUNTS
-
Average Account Value$129,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, NE, NJ, NV, OH, SD, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.