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John Charles Kunkel

Brokers International Financial Services, LLC

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About John Charles Kunkel

John Charles Kunkel is a financial professional with over 25 years of experience in the industry. John is currently registered as a Registered Representative with Brokers International Financial Services, LLC, located in Urbandale, IA. John has been with Brokers International Financial Services, LLC since May 2012. Before joining Brokers International Financial Services, LLC, John was employed at ING Financial Partners, INC. John is also a licensed investment advisor. John has a strong background in helping individuals and families achieve their financial goals.

Firm Information

John Kunkel 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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John Kunkel’s Registration & Firm History

IA

05/29/2012 - Present

Brokers International Financial Services, LLC (Urbandale IA)

IA

01/01/2004 - 05/18/2012

ING FINANCIAL PARTNERS, INC. (DES MOINES IA)

IA

05/19/1997 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 07/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Charles Kunkel.
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