Colton
Skirvin

Brokers International Financial Services, LLC

CRD#6839087
Investment Advisor
in Johnston, IA

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About this Advisor

Colton Skirvin is a financial advisor operating out of Johnston, Iowa. Skirvin is on the advisory team at Brokers International Financial Services, LLC. Their career trajectory has included roles at Banker'S Life & Casualty, Iowa Army National Guard, King Construction, Oa-Bcig High School, Gladstone Wealth Partners, Heartland Retirement Group, Iowa Air National Guard and Brokers International Financial Services. Skirvin has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Iowa. Brokers International Financial Services, LLC is a registered investment company based in Urbandale, IA. The company has offices in 120 locations and a total of 224 advisors. It manages $1 billion in total assets between its 9,114 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 10 charities and foundations. Of its 9,114 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The company has a number of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on which service is offered. However, fees charged by Brokers International Financial Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9245 Northpark Dr
Johnston, IA 50131

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,360,141,295

IA Average: $9,259,360,772
Total Number of Employees

224

IA Average: 166
Total Number of Accounts

9,114

IA Average: 7,189
Average Account Size

$149,236

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Colton Skirvin Work History

Colton has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Brokers International Financial Services

2017 - Present (7 years)

Heartland Retirement Group

2023 - 2023 (< 1 year)

Gladstone Wealth Partners

2018 - 2022 (4 years)

Iowa Air National Guard

2016 - 2017 (1 year)

Banker'S Life & Casualty

2015 - 2016 (1 year)

King Construction

2013 - 2018 (5 years)

Iowa Army National Guard

2007 - 2014 (7 years)

Oa-Bcig High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Colton Skirvin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brokers Financial

Robert Read
Saint Charles, MO
Mihailo Jovanovic
Urbandale, IA
Lorilee Jones
Urbandale, IA
Jonathan Bath
Easton, PA
Charlie Gipple
Johnston, IA
Joseph Jones
Claremore, OK
Melody Juge
Flat Rock, NC
Angie Trandai
Urbandale, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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