Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Unique Opportunity - Independence - Trusted Partners

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.

PRODUCTS

ADVISORY
Third-Party Managers
Advisor-as-Manager

FIXED INCOME
Trading Desk
Agencies, CDs, Corporates, Municipal Bonds
Bond Search Engine
Structured Bonds and CDs

INSURANCE
Carriers
Annuity Products
Life Products
Long Term Care
Disability Income
Health
Employee Benefit Plans
Supplemental Insurance for Individuals & Groups

MUTUAL FUNDS
Selling Group Agreements
Brokerage Accounts
Direct with Mutual Fund Company

SECURITIES
Equities
Closed-End Funds
Exchange Traded Products
Fixed Income & Bonds
Open-End Mutual Funds
Options Contracts
UITs

ALTERNATIVE INVESTMENTS Approved List
Structured Products
Non-Public REITS

CASH
Advantage Basic Account (check writing)
Advantage Standard Account
     (check writing and debit card)
Money Markets

EXPERTISE

RETIREMENT PLANNING
DOL Fidiciary Standards
IRAs and Roth IRAs
SEPs and SIMPLEs
401(k) Plans
403(b) and 457 Plans
501(c)(3) Plans

BANKING SERVICES
Customized Investment Programs
Institutional Trading
Trust Services
Discount Brokerage
Market-Linked CDs

BUSINESSES
401k Solutions and Retirement Plans
Business Owner Executive Services
Buy/Sell and Key Person Business Valuation
Disability Income and Life Insurance
Short Term Disability Insurance
Trust Services
Woman Business Owners

RETIREES AND SENIORS
Fixed Income Alternatives
Long Term Care Insurance
Medicaid Planning
Medicare Supplement
Retirement Income Planning
Social Security Claiming Strategies
Trust and Estate Planning
Veterans Aid and Assistance

EDUCATION PLANNING
UGMA & UTMA Accounts
Coverdell Education Savings Accounts
529 Plans

INDIVIDUALS AND FAMILIES
College Planning
Financial Planning & Consulting
High Net Worth Solutions
IRAs
Philanthropic Giving
Risk Management
Trusts and Estate Planning
Wealth Accumulation

MILLENNIALS AND YOUNG PROFESSIONALS
Budgeting
IRAs
Risk Management

SPECIALTY
ABLE (Achieve a Better Life
     Experience for special needs)
Charitable Giving
Full Service Sports Agency
Tax Programs
Tax Transition Deferral

 

Iowa Hawkeyes vs. Iowa State Cyclones Football


University of Iowa vs Iowa State University football

Fiercely Competitive

Any advisor who wishes to have a financial product added to our platform is required to complete the Product Evaluation form found on the BDFS Advisor Center. Due diligence reviews on new products, vendors and services added to our platform are performed by our senior management team.

The committee relies on input from the following sources for its review: Independent third party due diligence experts contracted by our firm, the appropriate product manager’s review and our individual committee members’ investigation. We ask that the advisor indicate his/her level of interest in the product in addition to the issuer history, financials, other product specific information, why this product is appropriate for your clients and why it fills a specific need not already available through our already approved vendors or carriers.


We are a full-service firm with the specialty 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
Disclosures | Site Map

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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