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Christopher Hays Wilkinson

Brokers International Financial Services, LLC

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About Christopher Hays Wilkinson

Christopher Hays Wilkinson is an investment advisor representative for Brokers International Financial Services, LLC. Christopher has over 10 years of experience in the financial services industry. Christopher has a broad range of experience, having worked with various firms such as VALIC Financial Advisors, Inc., Waddell & Reed, Thrivent Investment Management Inc., and Edward Jones. Christopher holds the Series 7 and Series 66 licenses. Christopher has been working with Brokers International Financial Services, LLC since 2017. Christopher's area of focus is advising Individuals and Charitable Organizations.

Firm Information

Christopher Wilkinson 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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Christopher Wilkinson’s Registration & Firm History

IA

09/12/2017 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

SC

08/07/2017 - 08/17/2017

VALIC FINANCIAL ADVISORS, INC. (COLUMBIA SC)

IL

02/25/2016 - 06/27/2017

WADDELL & REED (STERLING IL)

IA

05/20/2014 - 02/26/2016

THRIVENT INVESTMENT MANAGEMENT INC. (CLINTON IA)

MO

04/29/2013 - 05/14/2013

EDWARD JONES (ST. LOUIS MO)

IL

11/15/2012 - 04/08/2013

LINCOLN FINANCIAL SECURITIES CORPORATION (STERLING IL)

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Licenses & Designations

BOTH

Issued 12/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Hays Wilkinson.
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