Bks Investment Services, Inc.

Bks Investment Services, Inc. (CRD# 113550) is a financial advisory firm headquartered in , . They manage $13,800,000 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $135,294
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.

MO, TX

Financial Advisors at Bks Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Bruce K. Schmidt
CRD#: 1315947
Sunrise Beach, MO
96
Wealthminder
score

Bruce Schmidt (CRD# 1315947) is an Investment Advisor Representative working at Bks Investment Services, Inc. in Sunrise Beach, MO and has over 11 years of experience in the finance industry.

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