Michele
Mccarty-Woods

Brokers International Financial Services, LLC

CRD#2261080
Investment Advisor
in Urbandale, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michele Mccarty-Woods is a financial advisor who works out of Urbandale, Iowa with 9 years of relevant experience. Mccarty-Woods currently works for Brokers International Financial Services, LLC. Their career trajectory has included roles at Retirement Resources, Inc and Brokers International Financial Services LLC. Mccarty-Woods maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Brokers International Financial Services, LLC is a financial advisory business that has its headquarters in Urbandale, IA. The firm has offices in 120 locations and a total of 224 employees. It manages $1 billion in assets between its 9,114 accounts, making it one of the largest firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 9,114 accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. The business offers a diverse assortment 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 typically depend on the services provided. However, fees charged by Brokers International Financial Services, LLC likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Michele Mccarty-Woods Work History

Michele has been registered as a financial advisor for 9 years.*

2011 - Present (13 years)

Brokers International Financial Services LLC

2000 - Present (24 years)

Retirement Resources, Inc

*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 Michele Mccarty-Woods 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

Mihailo Jovanovic
Urbandale, IA
Melody Juge
Flat Rock, NC
Gary Bondy
West Des Moines, IA
Robert Read
Saint Charles, MO
Andrei Murphy
Urbandale, IA
Angie Trandai
Urbandale, IA
Lorilee Jones
Urbandale, IA
Joseph Jones
Claremore, OK

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started