Fred Sweers (CRD# 1549283) is an Investment Advisor Representative working at Bradford Financial Center in Ida Grove, IA and has over 37 years of experience in the finance industry.
CRD# 6849080
Edward Jones
CRD# 2769300
Stifel, Nicolaus & Company, Incorporated
CRD# 719515
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bradford Insurance | Ida Grove, IA | May 2011 - Current | 12 |
| United Planners' Financial Services | Scottsdale, AZ | Apr 2011 - Current | 13 |
| The Bradford Financial Center | Clarion, IA | Apr 2011 - Current | 13 |
| Fsb Financial Services | Ida Grove, IA | Mar 2002 - Dec 2023 | 21 |
| Fsb Financial Services | Ida Grove, IA | Jul 1986 - Dec 2023 | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- 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
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