Marty William Schimp

Employer firm

Bradford Financial Center CRD 110953

$230M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Bradford Financial Center

119 Central Ave W, Clarion, IA 50525 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	1999-01-01

IA RA
APPROVED

Since 1999-01-01

Branch Locations

119 Central Ave W, Clarion, IA 50525 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bradford Financial Center	Clarion	IA	01/2006	Present
United Planners' Financial Services	Scottsdale	AZ	08/2006	Present
Bradford Insurance	Clarion	IA	02/1994	Present

01/2006 → Present

Bradford Financial Center

Clarion, IA
08/2006 → Present

United Planners' Financial Services

Scottsdale, AZ
02/1994 → Present

Bradford Insurance

Clarion, IA

Other Businesses

1.) BRADFORD FINANCIAL CENTER - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - CLARION, IA - SINCE 01/2006 - INVESTMENT RELATED 2.) BRADFORD INSURANCE - AGENT - NON-VARIABLE INSURANCE - CLARION, IA - SINCE 02/1994 - INVESTMENT RELATED 3.) MWS FINANCIAL LLC - PRESIDENT - LLC NOT HELD OUT TO PUBLIC, FOR TAX PURPOSES - WILLIAMS, IA - SINCE 01/2022 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-07-11

S63 Uniform Securities Agent State Law Examination

1990-07-11

View on SEC IAPD

Employer firm

Current Employers

Bradford Financial Center

Disclosures

Employment History

Other Businesses

Exams

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