Joshua
Isherwood

Brokers International Financial Services, LLC

CRD#6778057
Investment Advisor
in Urbandale, IA

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About this Advisor

Joshua Isherwood is a financial advisor based in Urbandale, Iowa, working with Brokers International Financial Services, LLC. Joshua has previously held positions at Td Ameritrade, State Distributing Company, Tagge-Rutherford Financial Group, Cetera Advisors, Lpl Financial LLC, and Brokers International Financial Services. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska. Currently, Joshua is part of Brokers International Financial Services, LLC, which operates out of Urbandale, Iowa. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

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

4135 Nw Urbandale Dr
Urbandale, IA 50322

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

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

260

IA Average: 166
Total Number of Accounts

11,566

IA Average: 7,189
Average Account Size

$172,960

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

Joshua Isherwood Work History

2022 - Present (2 years)

Brokers International Financial Services

2019 - Present (5 years)

Tagge-Rutherford Financial Group

2020 - 2022 (2 years)

Lpl Financial LLC

2019 - 2020 (1 year)

Cetera Advisors

2017 - 2019 (2 years)

Td Ameritrade

2014 - 2017 (3 years)

State Distributing Company

Disclosures

Please visit the SEC profile of Joshua Isherwood 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

Theodore Boyes
Fort Lauderdale, FL
Jose Amaya Cisneros
Urbandale, IA
Mihailo Jovanovic
Urbandale, IA
Anne Saguisag
Farmington, CT
Nathan Schoenherr
Green Bay, WI
David Duggan
Altoona, IA
Joshua Isherwood
Urbandale, IA
Paul Reidy
Scituate, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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