Kalvin
Johnson

Brokers International Financial Services, LLC

CRD#6462773
Investment Advisor
in Johnston, IA

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About this Advisor

Kalvin Johnson is a financial advisor operating out of Johnston, Iowa. Johnson currently works for Brokers International Financial Services, LLC. Throughout their career, they have worked at Bankers Life, Proequities Inc, Bankers Life Securities, Inc, Farm Bureau Financial Services, Fbl Marketing Services, LLC, Heartland Retirement Group, Gradient Securities, LLC, Redi Group, LLC, Jf Holdings, LLC, Jf Capital, LLC, Gradient Wealth Management, Gladstone Wealth Partners and Brokers International Financial Services. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Iowa. Brokers International Financial Services, LLC is a firm based out of Urbandale, IA. The company has offices in 120 locations and a total of 224 employees. It manages $1 billion in total assets between its 9,114 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 9,114 accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. Brokers International Financial Services, LLC provides a diverse array of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Brokers International Financial Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

Kalvin Johnson Work History

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

2023 - Present (1 year)

Brokers International Financial Services

2020 - Present (4 years)

Jf Capital, LLC

2018 - Present (6 years)

Heartland Retirement Group

2018 - Present (6 years)

Jf Holdings, LLC

2017 - Present (7 years)

Redi Group, LLC

2022 - 2022 (< 1 year)

Gradient Wealth Management

2022 - 2023 (1 year)

Gladstone Wealth Partners

2018 - 2022 (4 years)

Gradient Securities, LLC

2016 - 2016 (< 1 year)

Bankers Life Securities, Inc

2016 - 2018 (2 years)

Farm Bureau Financial Services

2016 - 2018 (2 years)

Fbl Marketing Services, LLC

2015 - 2016 (1 year)

Proequities Inc

2011 - 2016 (5 years)

Bankers Life

*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 Kalvin Johnson 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
Melody Juge
Flat Rock, NC
Jonathan Bath
Easton, PA
Gary Bondy
West Des Moines, IA
Mihailo Jovanovic
Urbandale, IA
Lorilee Jones
Urbandale, IA
Tancuong Trandai
Urbandale, IA
Joshua Isherwood
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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