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James Edward Larschan

Brokers International Financial Services, LLC

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About James Edward Larschan

James Edward Larschan is a financial advisor with Brokers International Financial Services, LLC. James has over 30 years of experience in the financial services industry. James is a Certified Financial Planner™ and holds the Series 66, SIE, Series 7, and Series 1 licenses. James specializes in retirement planning, investment planning, and wealth management. James has worked with Northwestern Mutual Investment Services, LLC, Newbridge Securities Corporation and Robert W. Baird & Co. Incorporated. James is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

James Larschan 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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James Larschan’s Registration & Firm History

FL

03/09/2020 - Present

Brokers International Financial Services, LLC (Palm Beach Gardens FL)

FL

10/09/2019 - 02/27/2020

NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)

FL

07/31/1990 - 08/08/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)

WI

03/23/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

07/31/1990 - 02/03/1997

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

IA

06/26/1989 - 07/18/1990

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MN

07/01/1986 - 07/03/1989

MIMLIC SALES CORPORATION (ST. PAUL MN)

NA

09/01/1984 - 06/05/1986

INTEGRATED RESOURCES EQUITY CORPORATION

NA

10/17/1981 - 08/27/1984

TRANSAMERICA FINANCIAL RESOURCES, INC.

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Licenses & Designations

BOTH

Issued 10/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Edward Larschan. Review regulatory record here.
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