AdvisorOS Directory
Claim Profile
JT

James William Tausz

BRADFORD FINANCIAL CENTER·CLARION, Iowa
Unclaimed Profile
119 CENTRAL AVE W, CLARION, IA 50525CRD# 442956Firm CRD# 110953
01

About

James William Tausz is a registered financial advisor based in CLARION, Iowa, affiliated with BRADFORD FINANCIAL CENTER. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRADFORD FINANCIAL CENTER
BRADFORD FINANCIAL CENTER
AUM
$210M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at BRADFORD FINANCIAL CENTER →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PER CONSULTING AGREEMENT
Regulatory
SEC/IARD CRD# 442956
Firm CRD# 110953
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLARION?

Browse all registered financial advisors in CLARION, Iowa or claim this profile if it's yours.

Browse CLARION AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James William Tausz offer?
James William Tausz specializes in Financial Planning, Investment Management. Contact their office in CLARION, Iowa for a consultation.
What are James William Tausz's credentials?
James William Tausz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Tausz located?
James William Tausz is based in CLARION, Iowa, working with BRADFORD FINANCIAL CENTER. Their office serves clients in the CLARION metropolitan area and surrounding communities.
How does James William Tausz charge for services?
James William Tausz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: per consulting agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRADFORD FINANCIAL CENTER?
BRADFORD FINANCIAL CENTER has approximately 20 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLARION
Kimberly Sue Ausborn — BRADFORD FINANCIAL CENTER
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile