linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kurtis Charles Thompson

Brokers International Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kurtis? Claim Your Profile

About Kurtis Charles Thompson

Kurtis Thompson is a registered investment advisor representative with Brokers International Financial Services, LLC. Kurtis has been in the securities industry since October 1998 and is currently registered with the state of Iowa. Kurtis's previous experience includes working at Intersecurities, Inc. Kurtis holds the Series 63, Series 66 and Series 7 licenses, and has been a registered investment advisor for over 15 years. Kurtis has specialized in working with individuals, charitable organizations, and corporations.

Firm Information

Kurtis Thompson 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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets managed by third-party advisor firms

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kurtis Thompson’s Registration & Firm History

IA

10/24/2008 - Present

Brokers International Financial Services, LLC (REDFIELD IA)

IA

10/26/1998 - 10/21/2008

INTERSECURITIES, INC. (REDFIELD IA)

Not sure if Kurtis Charles Thompson is right for you?

Licenses & Designations

BOTH

Issued 01/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurtis Charles Thompson.
Not sure if Kurtis Charles Thompson is right for you?