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We are a financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. 

Once your goals have been established, Fred Sweers, as an Investment Advisor Representative of Bradford Financial Center, will customize appropriate strategies to suit your vision and objectives. He will help you execute a sound financial program utilizing the following services and products.

Services include: 

  • Financial planning *
  • Asset allocation models *
  • Diversification strategies *
  • Estate planning
  • Insurance and annuity products
  • Retirement planning *
  • Wealth conservation

* Securities offered through United Planners, Advisory Services offered through Bradford Financial Center.

Products include:

  • Life, Health, Disability, and Long Term Care Insurance
  • Quotes, Stocks, Bonds, UITs, ETFs*
  • Mutual Funds, Closed-End Funds*
  • Annuities (Fixed, Variable*, Indexed)
  • Qualified Plans (IRA, Both IRA, 401k, 403b, SEP, Simple)

* Securities offered through United Planners, Advisory Services offered through Bradford Financial Center. 

Please call us if you have any questions about our firm, services, or products we provide. Our firm has relationships with a variety of financial service companies, so if we don't have a product or service, we know a group that does. 

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor. 

Phone: 712-364-3140
Fax: 712-364-2122
Toll Free:

Email: FRsweers@unitedplanners.com

200 Moorehead Avenue, Ida Grove, Iowa 51445

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  • Legal, privacy, copyright and trademark information

IMPORTANT CONSUMER INFORMATION:
This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made without first complying with appropriate registration requirements. 

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator. 

Insurance Services offered through FSB FINANCIAL SERVICES. Advisory Services offered through BRADFORD FINANCIAL CENTER. Securities offered through UNITED PLANNERS FINANCIAL SERVICES, A Limited Partnership. Member FINRA and SIPC
FSB Financial Services, Bradford Financial Center and United Planners are independent companies. 

We are registered to sell Securities in the following states:
Florida, Iowa, Illinois, Kansas, Maine, Minnesota, Missouri, Michigan, Nebraska, South Dakota, Washington. 

Insurance-related services may not be provided to individuals residing in any states other than Iowa, Nebraska, South Dakota, Kansas and Florida.

Fred Sweers is a Registered Representative offering securities through United Planners Financial Services, FINRA, SIPC. Financial Planning and investment advisory services through Bradford Financial Center, a Registered Investment Advisor. United Planners, Bradford Financial and FSB Financial are not affiliated. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not a Deposit. Not Insured by any Federal Government Agency. 

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