Bellwether Financial Advisors

Bellwether Financial Advisors (CRD# 128225) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Bellwether Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Fredrick A. Bell
CRD#: 4499571
West Des Moines, IA
96
Wealthminder
score

Fredrick Bell (CRD# 4499571) is an Investment Advisor Representative working at Bellwether Financial Advisors in West Des Moines, IA and has over 14 years of experience in the finance industry. Fredrick Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard F. Mokosak
CRD#: 2520987
2900 100th St, Ste 102, Urbandale, IA 50322
96
Wealthminder
score

Richard Mokosak (CRD# 2520987) is an Investment Advisor Representative working at Bellwether Financial Advisors in Urbandale, IA and has over 22 years of experience in the finance industry. Richard Mokosak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.