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).

By the Numbers
  • Total Assets Under Management
    2,000
    MILLION
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Brokers Financial
Showing 11 - 20 of 159 top financial advisors.
11
Tena J. Burrell
CRD#: 1959238
Quitman, TX

Tena Burrell (CRD# 1959238) is an Investment Advisor Representative working at Brokers Financial in Quitman, TX and has over 34 years of experience in the finance industry.

12
William R. Burt
CRD#: 2968596
202 1st Street Se Ste 152, Mason City, IA 50401

William Burt (CRD# 2968596) is an Investment Advisor Representative working at Brokers Financial in Mason City, IA and has over 26 years of experience in the finance industry.

13
David D. Carpenter
CRD#: 2403490
Arlington, TX

David Carpenter (CRD# 2403490) is an Investment Advisor Representative working at Brokers Financial in Arlington, TX and has over 30 years of experience in the finance industry.

14
Brett T. Ciarlo
CRD#: 1645949
4135 Nw Urbandale Dr, Urbandale, IA 50322

Brett Ciarlo (CRD# 1645949) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 17 years of experience in the finance industry.

15
Nancy S. Cimmino
CRD#: 5084606
4135 Nw Urbandale Dr, Urbandale, IA 50322

Nancy Cimmino (CRD# 5084606) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 18 years of experience in the finance industry.

16
Christopher L. Cleland
CRD#: 4731314
10 Waterside Drive, Suite 104, Farmington, CT 06032

Christopher Cleland (CRD# 4731314) is an Investment Advisor Representative working at Brokers Financial in Farmington, CT and has over 20 years of experience in the finance industry.

17
Gary W. Copeland
CRD#: 1780456
125 Town Par Drive, Suite 300, Kennesaw, GA 30144

Gary Copeland (CRD# 1780456) is an Investment Advisor Representative working at Brokers Financial in Kennesaw, GA and has over 31 years of experience in the finance industry.

18
Craig T. Coughlin
CRD#: 2489269
Grand Rapids, MI

Craig Coughlin (CRD# 2489269) is an Investment Advisor Representative working at Brokers Financial in Grand Rapids, MI and has over 29 years of experience in the finance industry.

19
Frederick G. Creutzer
CRD#: 6851459
139 North Main Street Suite 101, Bel Air, MD 21014

Frederick Creutzer (CRD# 6851459) is an Investment Advisor Representative working at Brokers Financial in Bel Air, MD and has over 6 years of experience in the finance industry.

20
John J. Davis
CRD#: 1684531
6015 W Overland Road, #104, Boise, ID 83709

John Davis (CRD# 1684531) is an Investment Advisor Representative working at Brokers Financial in Boise, ID and has over 36 years of experience in the finance industry.

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