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Brian Newman

Brokers International Financial Services, LLC

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About Brian Newman

Brian Newman is a registered representative with Brokers International Financial Services, LLC. Brian has been in the industry since 2022 and has worked for various companies in the financial services industry including Fidelity Brokerage Services LLC and Ameriprise Financial Services, LLC. Brian holds Series 7, Series 63, and Series 65 licenses, demonstrating a commitment to providing comprehensive financial guidance. Brian is dedicated to helping clients reach their financial goals through tailored investment strategies, offering a variety of advisory services, including portfolio management, educational seminars, and publication of periodicals.

Firm Information

Brian Newman 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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Brian Newman’s Registration & Firm History

NV

01/13/2025 - Present

Brokers International Financial Services, LLC (Las Vegas NV)

NV

08/04/2023 - 12/07/2023

FIDELITY BROKERAGE SERVICES LLC (LAS VEGAS NV)

NV

03/07/2022 - 07/20/2023

AMERIPRISE FINANCIAL SERVICES, LLC (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 11/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Newman.
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