Bradford Financial Center, headquartered in Clarion, IA, is a prominent local investment advisory firm with a strong presence in the region. With a network of four offices, they offer comprehensive financial services to a diverse client base. With a total of 21 dedicated professionals, 12 of whom specialize in investment advisory services, Bradford Financial Center boasts a team of experienced and knowledgeable advisors. Their impressive track record is evident in the average assets under management per investment advisor, which stands at approximately $15,570,000. The firm's compensation structure caters to client needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. One notable aspect of Bradford Financial Center is their expertise in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management. Their proficiency in this domain ensures that clients receive the highest level of service and guidance. Beyond investment advisory, Bradford Financial Center offers additional services, serving as a registered representative of a broker-dealer and acting as an insurance broker or agent. This comprehensive approach allows clients to benefit from a wide range of financial solutions under one roof. With over 640 individual clients and an impressive $186,890,000 in assets under management, Bradford Financial Center has built a strong reputation based on trust, reliability, and performance. The firm takes pride in their dedicated team of advisors, with long-tenured professionals such as Larry Pickard, Marty Schimp, and James Tausz leading the way. Their commitment to excellence has earned them the trust and loyalty of their extensive client base.

Clarity Asset Management, Inc. is a reputable and experienced investment advisory firm based out of Ames, IA. With a team of five dedicated professionals, including four investment advisors, they offer comprehensive financial services to a diverse range of clients. Leveraging their expertise, Clarity Asset Management manages a substantial portfolio of assets, averaging approximately $40,370,000 in assets under management per investment advisor. The firm's compensation structure is flexible and tailored to meet clients' needs, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With over 200 individual clients and a staggering $190,989,000 in assets under management, Clarity Asset Management excels in managing both employer 401Ks and individual portfolios. Their proven track record in this space highlights their proficiency and reliability. Clarity Asset Management prides itself on its 100% discretionary asset management approach, ensuring that all investment decisions are made autonomously and in the best interest of their clients. With six offices strategically located, they provide convenient access to their services throughout the region. The firm's success can be attributed in part to its team of experienced advisors. Kacy Bass, Steven Larson, and Donald Erickson are among the longest-tenured professionals at Clarity Asset Management, bringing a wealth of knowledge and expertise to their clients' financial journeys. Clarity Asset Management, Inc. sets itself apart through its commitment to providing personalized, comprehensive investment advisory services and its strong focus on client satisfaction. With a proven track record and a team of dedicated professionals, they continue to be a trusted partner in helping individuals and organizations achieve their financial goals.