Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brian Dunker is a registered investment advisor representative. William has been in the financial services industry since 1995. William Dunker currently works at Brokers International Financial Services, LLC. and Integrity Advisory Solutions. Previously, William has worked for several companies, including Principal Securities, Inc., VOYA FINANCIAL ADVISORS, INC., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., Brenton Investments, Inc., and Smith Barney Inc.. William specializes in providing advisory services to individuals, charities, corporations, and other investment advisors. William also has experience providing financial planning services and conducting educational seminars.
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
09/12/2023 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
IA
01/22/2016 - 08/15/2023
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
03/02/2010 - 12/21/2015
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
06/01/2009 - 03/18/2010
MORGAN STANLEY SMITH BARNEY (DES MOINES IA)
IA
04/07/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DES MOINES IA)
CT
01/01/2004 - 04/05/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
07/24/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
04/09/1998 - 07/11/2000
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
NY
12/11/1996 - 02/28/1997
SMITH BARNEY INC. (NEW YORK NY)
MN
04/27/1994 - 12/04/1996
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
IA
11/24/1993 - 12/15/1993
DICKINSON & CO. (DES MOINES IA)
IA
Issued 03/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 3 - National Commodity Futures Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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