James Tausz
Encyclopedia
James W. Tausz is the founder and CEO
of the Bradford Financial Center
, established in 1970, which is one of the largest independent financial firms in the Midwest United States, and several other corporations.
He is called "Iowa's Financial Wizard" by newspapers and radio programs and is often invited as a keynote speaker for different entrepreneurial and financial seminars.
, where he earned a BA degree and South Dakota State University
, where he earned an MS degree.
is stemmed from IDS, which later became known as American Express
, and then Ameriprise. At IDS, Tausz was a top-ranked broker and served as the basis of inspiration for the company's model of "Financial Planning for a Fee," which company VP Vint Lewis popularized by training thousands of IDS stock brokers. Today, the concept of a "Financial Advisor" is nearly an industry standard. Before the IDS model, almost all stock brokers worked on commissions only. Tausz has spoken, by invitation, in Washington DC on matters of tax law reform.
, Certified Estate Advisor, and has been recognized by the Business Advisory Council as "Businessman of the Year" and the consumer's Research Council of America as one of "America's Best Financial Planners". In addition James has been named by Global Register's "Who's Who" publications of Executives and Professionals as a V.I.P. professional. In 2005, Tausz was selected by Consumers Research Council of America as one of "America's Best Financial Planners" and chosen as "Businessman of the Year" by the National Business Advisory Council.
Chief executive officer
A chief executive officer , managing director , Executive Director for non-profit organizations, or chief executive is the highest-ranking corporate officer or administrator in charge of total management of an organization...
of the Bradford Financial Center
Bradford Financial Center
Bradford Financial Center new article content ...The Bradford Financial Center, established in 1970, is one of the largest independent financial planning firms in the Midwest United States. The company's headquarters are in Clarion Iowa. The company was founded by James Tausz, who is still the...
, established in 1970, which is one of the largest independent financial firms in the Midwest United States, and several other corporations.
He is called "Iowa's Financial Wizard" by newspapers and radio programs and is often invited as a keynote speaker for different entrepreneurial and financial seminars.
Early life and academics
Tausz attended the University of Sioux FallsUniversity of Sioux Falls
The University of Sioux Falls is a private, liberal arts college affiliated with the American Baptist Churches USA. It is also commonly called USF.-History:...
, where he earned a BA degree and South Dakota State University
South Dakota State University
South Dakota State University is the largest university in the U.S. state of South Dakota, located in Brookings. A public land-grant university and sun grant college, founded under the provisions of the 1862 Morrill Act, SDSU offers programs of study required by, or harmonious to, this Act...
, where he earned an MS degree.
Contributions
Tausz is known as the founder of "Trend Timing," and also wrote a book entitled, "Should I Incorporate?" His timing strategies are still used today at the Bradford Financial Center. Much of today's model for what a financial advisorFinancial adviser
A financial adviser, is a professional who renders financial services to individuals, businesses and governments. This can involve investment advice, which may include pension planning, and/or advice on life insurance and other insurances such as income protection insurance, critical illness...
is stemmed from IDS, which later became known as American Express
American Express
American Express Company or AmEx, is an American multinational financial services corporation headquartered in Three World Financial Center, Manhattan, New York City, New York, United States. Founded in 1850, it is one of the 30 components of the Dow Jones Industrial Average. The company is best...
, and then Ameriprise. At IDS, Tausz was a top-ranked broker and served as the basis of inspiration for the company's model of "Financial Planning for a Fee," which company VP Vint Lewis popularized by training thousands of IDS stock brokers. Today, the concept of a "Financial Advisor" is nearly an industry standard. Before the IDS model, almost all stock brokers worked on commissions only. Tausz has spoken, by invitation, in Washington DC on matters of tax law reform.
Recognition
He is a Certified Financial PlannerCertified Financial Planner
The Certified Financial Planner designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc...
, Certified Estate Advisor, and has been recognized by the Business Advisory Council as "Businessman of the Year" and the consumer's Research Council of America as one of "America's Best Financial Planners". In addition James has been named by Global Register's "Who's Who" publications of Executives and Professionals as a V.I.P. professional. In 2005, Tausz was selected by Consumers Research Council of America as one of "America's Best Financial Planners" and chosen as "Businessman of the Year" by the National Business Advisory Council.
Personal life
James has been married to his wife Judy since 1966. They have three children and six grandchildren. They spend much time at their second home in Branson, Missouri, but Tausz continues to enjoy working at the Bradford.See also
- Bradford Financial CenterBradford Financial CenterBradford Financial Center new article content ...The Bradford Financial Center, established in 1970, is one of the largest independent financial planning firms in the Midwest United States. The company's headquarters are in Clarion Iowa. The company was founded by James Tausz, who is still the...
- Certified Financial PlannerCertified Financial PlannerThe Certified Financial Planner designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc...
- Registered Investment AdvisorRegistered Investment AdvisorThe term Registered Investment Adviser is used to describe an Investment Adviser who is registered with the Securities and Exchange Commission or a state's securities agency. The term has been popularized due to its use within the Investment Advisers Act of 1940 and its association to the term...
- Fee-Only financial advisor