David Stanton
Investment adviser representative at Bradford Financial Center
26 yearsExperience
1 stateRegistered in
$229.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Bradford Financial CenterOct 2025 to now
- United Planners Financial ServicesOct 2025 to now
- David StantonJun 2017 to now
- Osaic Wealth, Inc.Jan 2024 to Oct 2025
- Woodbury Financial Services IncJun 2022 to Jan 2024
- Expedition Wealth ManagementJan 2022 to Dec 2024
- Fbl Financial GroupNov 2020 to May 2022
- Fbl Marketing ServicesNov 2020 to May 2022
- Edward JonesJan 2017 to Nov 2020
- Firehouse Software a Xerox CompanyFeb 2000 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IA).
Bradford Financial Center
$229.7MAssets managed
710Clients
8Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6739619
- Firm CRD
- 110953