MEET THE TEAM
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
Market Commentary | December 1st, 2025
Weekly Market CommentaryDecember 1st, 2025Week in Review... Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity. Inflation Signals...
December 2025
December- NEWSLETTER -2025Travel TipsMy first experience with Europe’s new entry/exit system nearly cost me a transatlantic flight — Here's what I learnedThe European Union's new entry/exit system is being rolled out across 29 Schengen area countries, with full...
Market Commentary | November 24th, 2025
Weekly Market CommentaryNovember 24th, 2025Week in Review... This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the...

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
Market Commentary | December 1st, 2025
Weekly Market CommentaryDecember 1st, 2025Week in Review... Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity. Inflation Signals...
December 2025
December- NEWSLETTER -2025Travel TipsMy first experience with Europe’s new entry/exit system nearly cost me a transatlantic flight — Here's what I learnedThe European Union's new entry/exit system is being rolled out across 29 Schengen area countries, with full...
Market Commentary | November 24th, 2025
Weekly Market CommentaryNovember 24th, 2025Week in Review... This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the...
CONTACT US
FOLLOW US
Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.
