Brian Geerts, financial advisor Bettendorf IA
93 score

Brian Geerts

CRD Number: 4627850
Current Firm: Principal Securities, Inc.

Brian Geerts (CRD# 4627850) is an Investment Advisor Representative working at Principal Securities, Inc. in Bettendorf, IA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Bettendorf, IA Jan 2003 - Current 13
Brian Geerts Cpa Bettendorf, IA Aug 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
Contact Info for Brian E. Geerts
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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