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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Richard Hulbert is an active investment advisor representative at Choreo, LLC. Brent has been in the financial industry for over 15 years. Brent is a registered investment advisor in Iowa and Texas and has passed the Series 63, Series 66 and Series 65 exams. Brent has worked for several firms in the past including KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC and MML INVESTORS SERVICES, LLC. Brent specializes in providing investment advisory services to individuals, corporations, pension and profit sharing plans, insurance companies, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
12/11/2020 - Present
Choreo, LLC (DES MOINES IA)
IA
08/26/2014 - 05/03/2018
KESTRA INVESTMENT SERVICES, LLC (Urbandale IA)
IA
04/05/2012 - 08/27/2014
FINANCIAL TELESIS INC (URBANDALE IA)
IA
05/02/2011 - 03/31/2012
MML INVESTORS SERVICES, LLC (WEST DES MOINES IA)
IA
06/17/2010 - 01/04/2011
SECURIAN FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
02/19/2008 - 04/13/2010
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
08/23/2004 - 02/11/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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