Shallon Weis
Shallon Weis is a registered investment advisor at Bradford Financial Center, based in Clarion, IA, with 19 years of industry experience. Shallon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 767 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bradford Financial Center offers a Watch and Manage service where they manage your investment portfolio. The annual management fee ranges from 0% to 2% of your investments, as negotiated. The fee can be a fixed percentage, a tiered rate where higher amounts may be charged a lower percentage, or a tiered rate where all investments may be charged a lower percentage as the amount increases. Fees are paid in advance each quarter. A set-up fee of up to 1% may apply to new money coming into management. Fees may be waived on certain cash positions.
Location
119 Central Ave W, Clarion, IA, 50525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shallon is a representative and financial planner at Bradford Financial Center, an agent at Bradford Insurance, and provides customer service for Bradford Tax & Accounting Network. She also engages in tractor repair and small farming, serves as a city council member, is a landlord for real estate, and is president of SJW Financial Services, LLC.
Employment History
Current Registrations
Bradford Financial Center
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Securities America, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.