William
Dunker

Brokers International Financial Services, LLC

CRD#2424367
Investment Advisor
in Urbandale, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Dunker is a financial advisor based in Urbandale, Iowa, working with Brokers International Financial Services, LLC. William has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, Integrity Advisor Solutions, Brokers International Financial Services, Principal Life Insurance, and Princor Financial Services. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, William 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 65

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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

William Dunker Work History

2024 - Present (0 year)

Integrity Advisor Solutions

2023 - Present (1 year)

Brokers International Financial Services

2016 - 2023 (7 years)

Principal Life Insurance

2016 - 2023 (7 years)

Princor Financial Services

2014 - 2015 (1 year)

Voya Financial Advisors

2010 - 2014 (4 years)

Ing Financial Partners, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Dunker 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

Nathan Schoenherr
Green Bay, WI
Jose Amaya Cisneros
Urbandale, IA
Joshua Isherwood
Urbandale, IA
Paul Reidy
Scituate, MA
Alex Cary
Urbandale, IA
Cornelius O'Reilly
Urbandale, IA
Theodore Boyes
Fort Lauderdale, FL
Kevin Pearce
Omaha, NE

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.

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started