James Tausz
James Tausz is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Clarion, IA, with 52 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
119 Central Ave W, Clarion, IA, 50525
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Regulatory History (6)
Customer Dispute
October 2022Customer Dispute
May 2012Customer Dispute
September 2011Customer Dispute
March 2005Customer Dispute
July 2001Customer Dispute
February 1998Other Business ActivitiesSells Insurance
James is involved in a wide array of business activities, including financial planning, insurance sales (medical, disability, life, long-term care, and annuities), real estate, tax preparation, and other ventures. He owns and operates several businesses, including Bradford Financial Center and Bradford Insurance.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Bradford Financial Center
Previous Registrations
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Washington Square Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Ids Marketing CorporationBroker
Ids Life Insurance CompanyBroker
Investors Diversified Services, INC.Broker
State Registrations48 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.