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Brett A Shunkwiler

Brokers International Financial Services, LLC

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About Brett A Shunkwiler

Brett Shunkwiler is a financial advisor with Brokers International Financial Services, LLC. Brett has been in the industry since 2005 and has experience in the areas of insurance and securities. Brett is registered as an Investment Advisor Representative with the state of Nebraska and Texas. Brett has a Series 6 and Series 63 securities licenses as well as a Series 65 investment advisor license. Brett also holds the SIE designation. Brett is committed to providing personalized financial advice to individuals, families, and businesses. Brett is a member of the Sagebrook Estates HOA board.

Firm Information

Brett Shunkwiler 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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Brett Shunkwiler’s Registration & Firm History

NE

07/11/2022 - Present

Brokers International Financial Services, LLC (LINCOLN NE)

NE

11/05/2010 - 08/26/2011

AMERITAS INVESTMENT CORP. (LINCOLN NE)

NE

09/14/2009 - 11/04/2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (LINCOLN NE)

NE

04/29/2005 - 10/08/2009

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

IA

Issued 09/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett A Shunkwiler.
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