Myles
Shonsey

Brokers International Financial Services, LLC

CRD#7328902
Investment Advisor
in Urbandale, IA

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About this Advisor

Myles Shonsey is a financial advisor working out of Urbandale, Iowa who has 1 year of relevant experience. Shonsey works at Brokers International Financial Services, LLC. Shonsey has gained experience at Harry A. Burke High School, Midland University, Professional Caddie, Truck Center Companies, Lpl Financial, LLC and Brokers International Financial Services. Shonsey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska and Texas. Brokers International Financial Services, LLC is a financial advisory company that has its headquarters in Urbandale, IA. The firm has offices in 120 locations and a total of 224 advisors. It controls $1 billion in assets under management between its 9,114 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 9,114 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business has a number of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually depend on the services offered. Fees charged by Brokers International Financial Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

4135 Nw Urbandale Dr
Urbandale, IA 50322

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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

Myles Shonsey Work History

Myles has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brokers International Financial Services

2021 - 2022 (1 year)

Lpl Financial, LLC

2020 - 2020 (< 1 year)

Truck Center Companies

2019 - 2020 (1 year)

Professional Caddie

2015 - 2019 (4 years)

Midland University

2011 - 2015 (4 years)

Harry A. Burke 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 Myles Shonsey 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

Tancuong Trandai
Urbandale, IA
Melody Juge
Flat Rock, NC
Gary Bondy
West Des Moines, IA
Robert Read
Saint Charles, MO
Jonathan Bath
Easton, PA
Joseph Jones
Claremore, OK
Mihailo Jovanovic
Urbandale, IA
Andrei Murphy
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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