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 | May 11th, 2026
Weekly Market CommentaryMay 11th, 2026Week in Review Last week was a busy one for economic data, with key reports across labor, housing, and both business and consumer sentiment, adding important context and nuance to an increasingly complex economic backdrop. Labor:...
Market Commentary | May 4th, 2026
Weekly Market CommentaryMay 4th, 2026Week in Review Economic data released during the week pointed to continued economic expansion, supported by resilient consumer demand and steady business activity, alongside mixed signals on inflation and labor market conditions....
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...
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.
CONTACT US
FOLLOW US
RECENT ARTICLES
Market Commentary | May 11th, 2026
Weekly Market CommentaryMay 11th, 2026Week in Review Last week was a busy one for economic data, with key reports across labor, housing, and both business and consumer sentiment, adding important context and nuance to an increasingly complex economic backdrop. Labor:...
Market Commentary | May 4th, 2026
Weekly Market CommentaryMay 4th, 2026Week in Review Economic data released during the week pointed to continued economic expansion, supported by resilient consumer demand and steady business activity, alongside mixed signals on inflation and labor market conditions....
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...
CONTACT US
FOLLOW US
Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.