Unclaimed
Brent Robert Hawkins is an active investment advisor representative in Iowa. Brent is registered with Wealth Enhancement Advisory Services, LLC. Brent has been in the industry since 2015. Brent is also a co-treasurer for the Ronald McDonald House. Brent is registered with LPL FINANCIAL LLC which has its main office in Plymouth, Minnesota. Wealth Enhancement Advisory Services, LLC is an investment advisor that provides services to individuals, corporations, and other businesses, and pension and profit sharing plans. The firm has approximately 72 billion dollars under management. The firm provides financial planning, investment advisory, and pension consulting services. Brent has passed the Series 65, Series 7, and the SIE exams. Brent’s specializations include: 1, 2, 3, 4, and 6.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
IA
07/01/2022 - Present
Wealth Enhancement Advisory Services, LLC (NORTH LIBERTY IA)
IA
05/09/2015 - 12/13/2017
LPL FINANCIAL LLC (NORTH LIBERTY IA)
IA
Issued 02/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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