Shallon Weis has been an investment adviser representative at Bradford Financial Center since December 2008, and is not listed among the firm’s executive officers or direct owners. Shallon Weis holds a Bachelor of Science Degree in Business/Finance from the University of Phoenix.
Bradford Financial Center is a Clarion, IA firm with $230M under management, 710 clients and 14 advisers across 4 offices, as of its March 2026 filing.
Shallon J. Weis is a financial advisor with Bradford Financial Center. She is a registered representative with United Planners Financial Services and has been in the financial planning and insurance industry since 2001.
- Bradford Financial CenterCurrent– present · 17 yearsClarion, IA · Adviser representative · Firm CRD 110953
Professional designations
Listed by Bradford Financial Center
- CFP®
- AIF®
Investment adviser representative registrations
Shallon Weis is registered as an investment adviser representative in 2 states. The first approvals date from December 2008; the most recent is Nebraska, in July 2025.
- IowaSince 3 December 2008
- NebraskaSince 14 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 May 2008 |
| Series 24 | General Securities Principal Examination | 18 December 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 2004 |
| Series 7 | General Securities Representative Examination | 14 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shallon Jean Weis
- CRD
- 4364513
- Firm
- Bradford Financial Center · CRD 110953
- Office
- 119 CENTRAL AVE W, Clarion, IA 50525
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bradfordfinancialcenter.com
Where does Shallon Weis work?
Shallon Weis is an investment adviser representative registered through Bradford Financial Center since December 2008, and is not listed among the firm’s executive officers or direct owners.
Is Shallon Weis a financial advisor?
Yes. Shallon Weis has a current investment-adviser registration in Iowa and Nebraska, through Bradford Financial Center since December 2008.
How many years of experience does Shallon Weis have?
Shallon Weis has 20 years in the financial industry, since June 2006, across 1 adviser firm.
What exams has Shallon Weis passed?
Shallon Weis has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in September 2004. FINRA credited Shallon Weis with the SIE, which began in October 2018.
Where is Shallon Weis based?
Shallon Weis’ registered office is in Clarion, IA.
Is Shallon Weis registered with FINRA?
Yes. Shallon Weis has a current broker registration, under CRD 4364513.
Source: FINRA BrokerCheck
Is Shallon Weis a CFP?
Bradford Financial Center lists Shallon Weis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Shallon J. Weis biography, bradfordfinancialcenter.com
How can I verify Shallon Weis’ record?
Search CRD 4364513 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Shallon Weis’ full registration record.
