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Scott Eric Skjoldager

Brokers International Financial Services, LLC

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About Scott Eric Skjoldager

Scott Skjoldager is a financial advisor with Brokers International Financial Services, LLC. Scott has been in the financial services industry since 1996 and has held registrations with several firms, including LPL Financial, Raymond James Financial Services, and American Express Financial Advisors. Scott has expertise in working with individuals, high-net-worth individuals, and charitable organizations. Scott is also a registered representative and investment advisor representative.

Firm Information

Scott Skjoldager 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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Scott Skjoldager’s Registration & Firm History

IA

03/25/2024 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

NC

08/11/2020 - 04/28/2022

LPL FINANCIAL LLC (ASHEVILLE NC)

NC

07/13/2015 - 08/28/2018

LPL FINANCIAL LLC (ASHEVILLE NC)

NC

10/31/2003 - 07/16/2015

RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)

MO

09/25/1998 - 11/25/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MN

06/12/1998 - 08/28/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/12/1998 - 08/28/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

12/03/1996 - 01/28/1998

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MO

08/13/1993 - 08/28/1996

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

NY

01/26/1990 - 10/01/1990

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

01/24/1989 - 10/07/1989

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 01/12/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/30/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Eric Skjoldager.
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