Brokers Financial
Brokers Financial (CRD# 139627) is a financial advisory firm headquartered in Urbandale, IA. They manage $2,000,456,128 in 11,566 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management2,000MILLION
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
John Tauss (CRD# 4428635) is an Investment Advisor Representative working at Brokers Financial in Rockwall, TX and has over 22 years of experience in the finance industry.
Kurtis Thompson (CRD# 3118733) is an Investment Advisor Representative working at Brokers Financial in Redfield, IA and has over 25 years of experience in the finance industry.
Marvin Thomson (CRD# 2647126) is an Investment Advisor Representative working at Brokers Financial in Burlington, IA and has over 28 years of experience in the finance industry.
Angie Trandai (CRD# 3019883) is an Investment Advisor Representative working at Brokers Financial in West Chester, OH and has over 26 years of experience in the finance industry.
Tancuong Trandai (CRD# 5867130) is an Investment Advisor Representative working at Brokers Financial in Lake Forest, IL and has over 13 years of experience in the finance industry.
Robert Van Pelt (CRD# 453274) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 44 years of experience in the finance industry.
David Wallach (CRD# 2238755) is an Investment Advisor Representative working at Brokers Financial in New Haven, CT and has over 30 years of experience in the finance industry.
David Warrick (CRD# 1029920) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 41 years of experience in the finance industry.
Scott Weilage (CRD# 2329056) is an Investment Advisor Representative working at Brokers Financial in Mankato, MN and has over 31 years of experience in the finance industry.
Benjamin Wilhelm (CRD# 6501665) is an Investment Advisor Representative working at Brokers Financial in Sellinsgrove, PA and has over 8 years of experience in the finance industry.