Shallon Weis
Shallon Weis is a registered investment advisor at Bradford Financial Center, based in Clarion, IA, with 20 years of industry experience. Shallon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 710 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees range from 0% to 2%, as negotiated in the agreement. Fees may be a flat percentage or tiered based on portfolio size.
Fee Estimator
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.
Exams
More Advisors
- James Tausz, CFPUnited Planners' Financial Services of America a Limited Partner