Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Plan - Partner - Protect

You are dedicated to helping clients plan their financial future, but you may need help putting plans in place to ensure the smooth transitions of your own practice. We are here to help you!

PLAN
Start by understanding the value of your practice and determine the most beneficial arrangement.

PARTNER
Next, define and find the right partner or opportunity and formalize the agreement.

PROTECT
Finally, implement and know that you have created a living plan for protecting your clients, your staff and your family.

Please fill out this form to access one of our experts at Broker Dealer Financial Services Corp. and Investment Advisors Corp. to help you determine what your practice is worth and connect you with an ideal partner to protect your clients.

 

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Football


State Colleges: University of Iowa, Iowa City; Iowa State University, Ames; University of Northern Iowa, Cedar Falls, IA

Succession - Continuity - Acquisition

What's Your Practice Worth? If you don't know what your practice value is, how are you going to maximize it? Among the two-thirds of owners who don't have a succession plan in place, more than half do not know the value of their practice. Don't be one of them.


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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