Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Mutual Funds, 529 & REITs Held Direct

As a valued business partner, we provide you the freedom to choose the company and investment vehicle that best suits your business style and client’s needs. With our open architecture and no proprietary products being required, you will have independent selection of companies and products to meet each client’s needs or goals. We add valued partners who have specific expertise on subjects of importance to your client’s needs in a vast array of products. Generally, all share classes available from the fund family are part of our selling agreement, depending on the platform compliance restrictions. We provide qualified high-net-worth clients a range of alternative investments from companies our Risk Mitigation team has approved for sale after robust review including input from third party independent due diligence firms and experts.

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Alger Funds
Alliance Bernstein Investments
Allianz Global Investor (Retail - A/B/C/D/R)
American Century Funds
American Funds and 529 Plan
American Realty Capital
AMG Funds
Apartment Trust of America
Aquila Group of Funds
Ascensus College Savings
Behringer Harvard REIT Funds
Blackrock Funds & 529 Plans
BofA Global Capital Mgmt
Calamos Funds
Calvert Funds
Carter Validus MC REIT
CNL Distributed Products
Cole Real Estate Investments
College Choice Adv 529
Columbia Threadneedle Funds
Columbia Property Trust Inc.
Davis Funds
Delaware Funds
Deutsche Asset & Wealth Mgmt
Dodge & Cox Funds
Dryfus Family of Funds
Eaton Vance Funds
Federated Securities Corp.
Fidelity Advisor Funds First Eagle Funds
First Trust Portfolios UITs
First Trust Retirement REIT
Franklin Templeton Investments
FTC - BDFS
Goldman Sachs Funds - Retail
Griffin Capital REITs
Guggenheim Investments
Hartford Funds
Hartford Smart 529 Plan
Highland Capital Management
Hines Real Estate Investments
ICON Capital LLC
Inland Real Estate Investment Corp
Invesco
InvesTrust Property Corp
Iowa Advisor 529 Plan
Ivy Funds and 529 Plan
John Hancock Freedom 529
John Hancock Investments
JP Morgan Funds
KBS REITs
Lightstone Real Estate Investment
Lord Abbett & Co LLC
MainStay Funds
MFS Investment Management
Northstar Realty Finance
Nuveen Investment Mutual Funds
Oppenheimer Funds Oppenheimer Funds - 529
Pacific Funds
Pioneer Investments
PIMCO Retail Funds
Principal Funds
Prudential Mutual Funds
Putnam Investments
Sammons LiveWell IRA
Saratoga Advantage Trust/Fidelity
Scholars Choice 529 Plan
Security Benefit Advisor Mutual Funds
Sierra Income Corp. Inv. Portfolios
Signature Office REIT
Steadfast Companies Income REIT
Strategic Capital Investment Advisors
SunAmerica Asset Mgmt, LLC
Texas LoneStar 529 Plan
The Timothy Plan
Thornburg Funds
Transamerica Funds
United Development Funding REIT
VALIC Group Mutual Funds & 529 Plans
Victory (Munder) Mutual Funds
Virtus Investment Partners/Mutual Funds
VOYA 529 Plans (Iowa)
W.P. Carey Inc. REITs
Waddell & Reed/IVY Funds
 

Pappajohn Sculpture Park, Des Moines, Iowa


Pappajohn Sculpture Park, Des Moines, IA

Independence - Open Architecture - Flexibility

We provide everything you need to grow as much as you desire. We provide you the freedom to choose investment vehicles that best suit your business style and client needs. With our open architecture and no proprietary products being required, you will have independent selection of products and services to meet each client’s needs or goals.


We are a full-service firm with the speciality resources and expertise that you need and the personalized service you deserve.


A few of the things that make us different are our:

  • Client-focus
  • Service-driven culture
  • Open architecture and flexibility
  • Wall Street muscle with the personal touch of a family-feel business partner
 

Please contact us to learn more at (844) 468-5800 or join us. We welcome you to continue exploring the benefits of being affiliated with Broker Dealer Financial Services Corp. and Investment Advisors Corp.
 


We are committed to establishing an exceptional partnership with our financial advisors, providing the support, tools and resources needed to help clients achieve their financial goals.

Broker Dealer Financial Services Corp.
Investment Advisors Corp.

140 South 68th Street
West Des Moines, Iowa 50266

Member: FINRA / SIPC / SIFMA

©2016 Broker Dealer Financial Services Corp - All Rights Reserved
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Securities offered through Broker Dealer Financial Services Corp., Member SIPC. Advisory services offered through Investment Advisors Corp., an SEC registered investment advisor.

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