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Robert Kaniela Read

Brokers International Financial Services, LLC

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About Robert Kaniela Read

Robert Kaniela Read is a financial advisor registered with Brokers International Financial Services, LLC. Robert has been in the industry since 2001. Robert is currently licensed in Missouri. Robert's current registrations are with the state of Missouri. Robert is a Series 6, Series 7, Series 63, and Series 65 licensed financial advisor. Robert has experience providing financial advice to individuals, corporations, and charitable organizations. Robert also offers educational seminars and publications.

Firm Information

Robert Read 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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Robert Read’s Registration & Firm History

MO

01/24/2022 - Present

Brokers International Financial Services, LLC (St Charles MO)

IL

04/29/2008 - 03/05/2010

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

CA

01/02/2002 - 12/18/2002

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

MO

07/03/2001 - 12/08/2001

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Kaniela Read.
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