Brent Hulbert, financial advisor Des Moines IA

Brent Hulbert

CRD Number: 4811774
Current Firm: Rsm Us Wealth Management LLC

Brent Hulbert (CRD# 4811774) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Des Moines, IA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Rsm Us Wealth Management LLC Des Moines, IA May 2018 - Current 3
Kestra Investment Services/nfp Advisor Services Austin, TX Aug 2014 - May 2018 3
Strategic Retirement Partners Urbandale, IA Jan 2016 - Apr 2018 2
Invision 401(k) Advisors Urbandale, IA Mar 2012 - Jan 2016 3
401k Advisors Inc. Aliso Viejo, CA Apr 2013 - Oct 2015 2
Financial Telesis Inc. Aliso Viejo, CA Mar 2012 - Aug 2014 2
Mml Investors Services West Des Moines, IA May 2011 - Mar 2012 < 1
Mass Mutual Life Insurance Company West Des Moines, IA Apr 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Brent R. Hulbert
Phone Number: 612-332-4300
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    7,464
    MILLIONS
  • Total Number of Accounts
    11,587
    ACCOUNTS
  • Average Account Value
    $644,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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