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PARTNERS
COOPER McMANUS
As an office of supervisory jurisdiction (OSJ), Cooper McManus manages compliace and provides consulting and other business services to the independent advisors in its network, including Tadman Financial. Their community of advisors shares a commitment to exceptional, professional, knowledgeable, and values-driven service.
ADVISORS EXCEL
Advisors excel, is a national insurance marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.
RECENT ARTICLES
May 2026
May- NEWSLETTER -2026Something PersonalJacob's family welcome their baby girl!On Tuesday April 14th, Jacob and his wife Kelsey, along with their sons Judah and Levi, welcomed in their daughter, Georgia. Almost instantly after she was born, they could hardly remember...
Market Commentary | April 27th, 2026
Weekly Market Commentary April 27th, 2026 Week in Review Economic data released during the week pointed to continued momentum in consumer spending alongside expansionary business activity, while select labor and inventory data suggested pockets of emerging pressure....
Market Commentary | April 20th, 2026
Weekly Market CommentaryApril 20th, 2026Week in Review This week’s macro releases pointed to a still-resilient economy with pockets of persistent inflation, particularly at the producer level, alongside continued softness in housing activity. The March Producer Price...
TAX PROFESSIONALS
We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.
ESTATE PLANNING PROFESSIONALS
We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.
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RECENT ARTICLES
May 2026
May- NEWSLETTER -2026Something PersonalJacob's family welcome their baby girl!On Tuesday April 14th, Jacob and his wife Kelsey, along with their sons Judah and Levi, welcomed in their daughter, Georgia. Almost instantly after she was born, they could hardly remember...
Market Commentary | April 27th, 2026
Weekly Market Commentary April 27th, 2026 Week in Review Economic data released during the week pointed to continued momentum in consumer spending alongside expansionary business activity, while select labor and inventory data suggested pockets of emerging pressure....
Market Commentary | April 20th, 2026
Weekly Market CommentaryApril 20th, 2026Week in Review This week’s macro releases pointed to a still-resilient economy with pockets of persistent inflation, particularly at the producer level, alongside continued softness in housing activity. The March Producer Price...
CONTACT US
FOLLOW US
Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.