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Calvin Kimio Taketa

Brokers International Financial Services, LLC

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About Calvin Kimio Taketa

Calvin Kimio Taketa is a financial advisor with Brokers International Financial Services, LLC. Calvin Kimio Taketa has been in the industry since October 24, 2001. Calvin Kimio Taketa holds Series 6, Series 63, Series 65 and SIE licenses. Calvin Kimio Taketa is registered with FINRA and is also registered as an Investment Advisor Representative in Hawaii and Utah. Calvin Kimio Taketa has previously worked at Lincoln Financial Advisors Corporation, Insphere Securities, Inc., Equity Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Calvin Kimio Taketa specializes in working with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Calvin Taketa 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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Calvin Taketa’s Registration & Firm History

HI

03/10/2022 - Present

Brokers International Financial Services, LLC (MILILANI HI)

HI

10/01/2010 - 05/04/2011

LINCOLN FINANCIAL ADVISORS CORPORATION (MILILANI HI)

HI

07/25/2007 - 09/01/2010

INSPHERE SECURITIES, INC. (MLILANI HI)

HI

09/12/2003 - 08/10/2007

EQUITY SERVICES, INC. (KAILUA HI)

MA

09/10/2001 - 08/26/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/10/2001 - 08/26/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Calvin Kimio Taketa.
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