Bks Retirement Services

Bks Retirement Services (CRD# 304266) is a financial advisory firm headquartered in Tampa, FL. They serve the financial needs of clients across 7 states (or territories).

Current Firm Details
4211 W. Boy Scout Blvd, Suite 800, Tampa, FL 33607
https://bks-partners.com/bks-retirement/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, LA, NY, OH, TX

Financial Advisors at Bks Retirement Services
Showing 1 - 5 of 5 top financial advisors.
1
Michael Assaf, financial advisor Tampa FL
Michael V. Assaf
CRD#: 5542289
4211 W. Boy Scout Blvd, Suite 800, Tampa, FL 33607

Michael Assaf (CRD# 5542289) is an Investment Advisor Representative working at Bks Retirement Services in Tampa, FL and has over 15 years of experience in the finance industry.

2
Kenneth Jewell, financial advisor Tampa FL
Kenneth F. Jewell
CRD#: 2128735
4211 W. Boy Scout Blvd, Suite 800, Tampa, FL 33607

Kenneth Jewell (CRD# 2128735) is an Investment Advisor Representative working at Bks Retirement Services in Tampa, FL and has over 16 years of experience in the finance industry.

3
Patrick Van Pelt, financial advisor Tampa FL
Patrick S. Van Pelt
CRD#: 2245553
4211 W. Boy Scout Blvd, Suite 800, Tampa, FL 33607

Patrick Van Pelt (CRD# 2245553) is an Investment Advisor Representative working at Bks Retirement Services in Tampa, FL and has over 2 years of experience in the finance industry.

4
William Vanpelt, financial advisor Houston TX
William H. Vanpelt
CRD#: 1716622
1218 Webster Street, Houston, TX 77002

William Vanpelt (CRD# 1716622) is an Investment Advisor Representative working at Bks Retirement Services in Houston, TX and has over 35 years of experience in the finance industry.

5
Gary Wilkins, financial advisor Tampa FL
Gary R. Wilkins
CRD#: 2342010
4211 W. Boy Scout Blvd, Suite 800, Tampa, FL 33607

Gary Wilkins (CRD# 2342010) is an Investment Advisor Representative working at Bks Retirement Services in Tampa, FL and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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