Eric
Rickert
Brokers International Financial Services, LLC
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About this Advisor
Eric Rickert is a financial advisor who works in Lincoln, Nebraska, who has 4 years of industry experience. Rickert currently works for Brokers International Financial Services, LLC. Their career trajectory has included roles at Mutual Of Omaha Investor Services, Inc, Futurity First, Brokers International Financial Services and Mutual Of Omaha. Rickert maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Brokers International Financial Services, LLC is a business operating out of Urbandale, IA. It has offices in 120 locations and a total of 224 advisors. It controls $1 billion in assets under management between its 9,114 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 9,114 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a broad array 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 depend on which services the firm provides the client. Fees charged by Brokers International Financial Services, LLC likely include any blend of 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
Eric Rickert Work History
Eric has been registered as a financial advisor for 4 years.*
Brokers International Financial Services
Futurity First
Mutual Of Omaha Investor Services, Inc
Mutual Of Omaha Investor Services, Inc
Mutual 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 Eric Rickert 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
West Des Moines, IA
Urbandale, IA
Easton, PA
Urbandale, IA
Urbandale, IA
Johnston, IA
Flat Rock, NC
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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