David Stanton
Financial advisor at Bradford Financial Center
Based in Clarion, Iowa, David Stanton is a fiduciary financial advisor with 9 years of industry experience. David joined Bradford Financial Center in 2025, after a year at Osaic Wealth and two years at Woodbury Financial Services. Bradford Financial Center offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6 advisors with offices in Clarion, and one of 4 fiduciaries.
At a glance
Services through Bradford Financial Center
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowBradford Financial CenterCurrent firm
- Jan 2024 – Jan 2025Osaic Wealth, Inc.Previously
- Jun 2022 – Jan 2024Woodbury Financial Services, Inc.Previously
- Nov 2020 – May 2022FBL Wealth Management, LLCPreviously
- 2017 – 2020Edward JonesPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About David
How do I contact David?
Call Bradford Financial Center at (515) 532-6661 and ask for David Stanton. David works from the Clarion, IA office.
How long has David been a financial advisor?
David has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Bradford Financial Center reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.