Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Edward Gombert is a financial advisor who has been working in the industry since November 23, 1989. Willard currently works at Brokers International Financial Services, LLC, with branch offices in Urbandale, IA, and Davenport, IA. Prior to this role, Willard was employed at VOYA FINANCIAL ADVISORS, INC. from January 3, 2001, to February 12, 2020. Willard also holds designations as a Chartered Financial Consultant. Willard is registered with FINRA as a Registered Representative and is active in California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Montana, New York, North Carolina, South Carolina, and Texas. Willard is also registered as an Investment Adviser Representative in Iowa and Illinois. Willard's specializations include investments for individuals, education, insurance, and financial planning. Willard is also involved in a number of other businesses, including WHAZZUP, LLC, The Financial Architects, and Independent insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets managed by third-party advisor firms
1
2
IA
02/06/2020 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
IA
01/03/2001 - 02/12/2020
VOYA FINANCIAL ADVISORS, INC. (DAVENPORT IA)
OH
04/14/1999 - 12/31/2000
SKY INVESTMENTS, INC. (BRYAN OH)
MN
10/01/1998 - 04/14/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OH
08/04/1997 - 09/16/1998
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
PA
01/21/1992 - 07/28/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
11/02/1989 - 01/22/1992
CIGNA CAPITAL BROKERAGE, INC.
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent 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 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Willard Gombert is the right advisor for you? Invested Better is here to help.
