Kevin
Pearce
Brokers International Financial Services, LLC
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About this Advisor
Kevin Pearce is a financial advisor who works out of Urbandale, Iowa with a total of 9 years of industry experience. Pearce is on the advisory team at Brokers International Financial Services, LLC. Throughout their career, Pearce has worked at Mutual/United Of Omaha, Mutual Of Omaha Investor Services, Inc, Mutual Of Omaha Investor Services and Brokers International Financial Services. Pearce holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Nebraska. Brokers International Financial Services, LLC is a financial advisory company operating out of Urbandale, IA. The firm has offices in 120 locations and a total of 224 employees. It oversees $1 billion in assets among its 9,114 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 9,114 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a broad assortment of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically are based on which service is provided. However, fee types charged by Brokers International Financial Services, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Pearce Work History
Kevin has been registered as a financial advisor for 9 years.*
Brokers International Financial Services
Mutual Of Omaha Investor Services
Mutual/United Of Omaha
Mutual Of Omaha Investor Services, Inc
Mutual/United Of Omaha
*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 Kevin Pearce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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