Carlton Herman Dewall
Investment adviser representative at Bradford Financial Center
10 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
10 years in the industry.
- Bradford Financial Center Independent RiaOct 2024 to now
- Bradford Financial CenterSep 2024 to now
- United PlannersAug 2023 to now
- Carlton & Danielle Dewall Property ManagementApr 2023 to now
- Carlton DewallJan 2022 to now
- Dewall FarmsOct 2019 to now
- Woodbury Financial Services IncAug 2020 to Aug 2023
- Carl Dewall FarmsJan 2020 to Jan 2026
- Automated Production SystemsMay 2017 to Oct 2019
- New CooperativeMay 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7287622
- Firm CRD
- 110953