Brian Propes, financial advisor Panora IA
93 score

Brian Propes

CRD Number: 1174493
Current Firm: Brokers Financial

Brian Propes (CRD# 1174493) is an Investment Advisor Representative working at Brokers Financial in Panora, IA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Panora, IA Nov 2013 - Current 4
Business Partner Services Austin, TX May 2010 - Nov 2013 3
J.p. Turner & Company, LLC Atlanta, GA Feb 2012 - Dec 2012 < 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2008 - Apr 2010 2
Self Employed Austin, TX Aug 2007 - Apr 2008 < 1
Nfp Securities, Inc. Austin, TX Feb 2000 - Jul 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Brian C. Propes
Phone Number: 641-755-4635
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $95,501
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
  • Pension consulting services
  • 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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