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Bret William Bell

Brokers International Financial Services, LLC

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About Bret William Bell

Bret William Bell is a financial advisor at Brokers International Financial Services, LLC in West Des Moines, IA. Bret has been in the industry for over 30 years, and has experience working with a range of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Bret offers a variety of financial services including investment advisory, financial planning, educational seminars and publication of periodicals.

Firm Information

Bret Bell is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Bret Bell’s Registration & Firm History

IA

10/15/2018 - Present

Brokers International Financial Services, LLC (West Des Moines IA)

IA

11/15/2011 - 10/15/2018

PACKERLAND BROKERAGE SERVICES, INC. (WEST DES MOINES IA)

IA

01/01/2004 - 11/14/2011

ING FINANCIAL PARTNERS, INC. (WEST DES MOINES IA)

IA

07/21/1997 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NJ

12/04/1991 - 06/27/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

12/04/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 11/30/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/02/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bret William Bell. Review regulatory record here.
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