Calvin Taketa, financial advisor Panora IA
93 score

Calvin Taketa

CRD Number: 4429290
Current Firm: Brokers Financial

Calvin Taketa (CRD# 4429290) is an Investment Advisor Representative working at Brokers Financial in Panora, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services LLC Panora, IA Apr 2011 - Current 5
Beneficial Financial Group Kailua, HI Aug 2003 - Current 13
Lincoln Financial Advisors Mililani, HI Oct 2010 - Apr 2011 < 1
Insphere Insurance Solutions Mililani, HI Apr 2010 - Oct 2010 < 1
Insphere Securities, Inc. Salt Lake City, UT Apr 2010 - Oct 2010 < 1
Beneficial Investment Services, Inc. Kailua, HI Oct 2007 - Apr 2010 2
Equity Services Inc. Montpelier, VT Sep 2003 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Calvin K. Taketa
Phone Number: 641-755-4635
Registered State(s):
  • HI
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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