Michael
Shonsey
Brokers International Financial Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Shonsey is a financial advisor working in Omaha, Nebraska with a total of 1 year of industry experience. Shonsey is currently employed by Brokers International Financial Services, LLC. During their career, Shonsey has held roles at Shonsey Wealth Management, Cetera Advisors LLC, Lpl Financial LLC and Brokers International Financial Services. Shonsey has a Series 63 license, qualifying them as a securities broker, and is able to work in Nebraska and Texas. Brokers International Financial Services, LLC is a registered investment company operating out of Urbandale, IA. The investment advisory business has offices in 120 locations and a total of 224 advisors. It handles $1 billion in total assets among its 9,114 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 9,114 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Brokers International Financial Services, LLC performs a diverse set of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the services provided. Fee types billed 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
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
$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
Michael Shonsey Work History
Michael has been registered as a financial advisor for 1 years.*
Brokers International Financial Services
Shonsey Wealth Management
Lpl Financial LLC
Cetera Advisors LLC
*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 Michael 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
Claremore, OK
Flat Rock, NC
Urbandale, IA
Urbandale, IA
Urbandale, IA
Urbandale, IA
Easton, PA
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.
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.
