Brokers International Financial Services, LLC
Industry: Company
DescriptionParent organization: Brokers International, Ltd. Subsidiary: Brokers International Financial Services, LLC, Asset Management Arm
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Brokers International Financial Services, LLC Employees
Employee
Years
Job
Industry
Carla Merlak Carla Merlak's Brokers International Financial Services, LLC Experience March 2013 - June 2014
Job President, Merlak Tax Advisory Group, Inc.
Industry Financial Services
Experience
Seniors Choice Charity 2011 - Present
Merlak Tax Advisory Group, Inc. January 2009 - Present
Brokers International Financial Services, LLC March 2013 - June 2014
Investor Property Alliance 2012 - 2013
Downey Tax Advisory Group, Inc. February 2006 - January 2009
World Financial Group (WFG) September 1997 - February 2006
ComUnity Lending August 2001 - November 2005
CJ's Cleaning Service November 1989 - May 1999
Phoenix Closures, Inc. November 1988 - September 1989
HB Fuller June 1978 - November 1988
Skills
Tax Reduction Strategies, Income Protection, Asset Protection, Tax, Tax Returns, Individual Returns, Finance, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Mortgage Lending, Customer Service
Education
Harper College 1976 — 1978
Accounting & Finance
Barrington High School 1971 — 1975
Graduate
Seniors Choice Charity 2011 - Present
Merlak Tax Advisory Group, Inc. January 2009 - Present
Brokers International Financial Services, LLC March 2013 - June 2014
Investor Property Alliance 2012 - 2013
Downey Tax Advisory Group, Inc. February 2006 - January 2009
World Financial Group (WFG) September 1997 - February 2006
ComUnity Lending August 2001 - November 2005
CJ's Cleaning Service November 1989 - May 1999
Phoenix Closures, Inc. November 1988 - September 1989
HB Fuller June 1978 - November 1988
Skills
Tax Reduction Strategies, Income Protection, Asset Protection, Tax, Tax Returns, Individual Returns, Finance, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Mortgage Lending, Customer Service
Education
Harper College 1976 — 1978
Accounting & Finance
Barrington High School 1971 — 1975
Graduate
Ann Hudson Ann Hudson's Brokers International Financial Services, LLC Experience October 2011 - September 2013
Job Managing Director/Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
YMCA of Greater Des Moines June 1996 - Present
Brokers International Financial Services, LLC October 2011 - September 2013
Principal Financial Group October 2000 - October 2011
ING 1995 - 2000
Skills
Series 7, Mutual Funds, Asset Allocation, 401k, IRAs, Business Continuation..., Buy-Sell Review, Charitable Giving, Coaching, Life Insurance, Customer Service, Deferred Compensation..., Disability Income..., Long-term Care, Executive Benefit..., Estate Planning, Financial Needs Analysis, Fixed Annuities, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Public Speaking, Strategic Planning, Tax-Deferred Savings, Team Building, Variable Annuities, Wealth Accumulation, Wellness Programs
Education
Iowa State University 1987 — 1991
Bachelor of Science, Child, Parent, Community Services
Principal Financial Group October 2013 - Present
YMCA of Greater Des Moines June 1996 - Present
Brokers International Financial Services, LLC October 2011 - September 2013
Principal Financial Group October 2000 - October 2011
ING 1995 - 2000
Skills
Series 7, Mutual Funds, Asset Allocation, 401k, IRAs, Business Continuation..., Buy-Sell Review, Charitable Giving, Coaching, Life Insurance, Customer Service, Deferred Compensation..., Disability Income..., Long-term Care, Executive Benefit..., Estate Planning, Financial Needs Analysis, Fixed Annuities, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Public Speaking, Strategic Planning, Tax-Deferred Savings, Team Building, Variable Annuities, Wealth Accumulation, Wellness Programs
Education
Iowa State University 1987 — 1991
Bachelor of Science, Child, Parent, Community Services
Brian Propes, AIF® Brian Propes, AIF®'s Brokers International Financial Services, LLC Experience November 2013 - Present
Job President at Brokers International Financial Services, LLC
Industry Financial Services
Experience
Brokers International Financial Services, LLC November 2013 - Present
Business Partner Services April 2010 - November 2013
JP Turner & Company, LLC February 2012 - December 2012
Cambridge Investment Research April 2008 - April 2010
NFP Securities February 2000 - July 2007
Securities Consultants International September 1995 - February 2000
Securities Service Network, Inc. November 1992 - September 1995
FSC Securities, Inc. November 1991 - November 1992
Keogler Morgan Securities, Inc. October 1987 - June 1991
NASD District 7 April 1986 - October 1987
Skills
Risk Management, Strategic Planning, Business Planning, Executive Management, Process Improvement, Change Management, Licensing, Strategy, Budgets, Leadership, Management, Business Development, FINRA, CRM, Strategic Financial..., Insurance, Finance, Due Diligence, Budgeting, Consulting, Relationship Management, Financial Planning, Leadership Development
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certificate of Leadership Development, SII Executive Studies - SIFMA Program
University of Alabama in Huntsville 1981 — 1983
Finance, General
Brokers International Financial Services, LLC November 2013 - Present
Business Partner Services April 2010 - November 2013
JP Turner & Company, LLC February 2012 - December 2012
Cambridge Investment Research April 2008 - April 2010
NFP Securities February 2000 - July 2007
Securities Consultants International September 1995 - February 2000
Securities Service Network, Inc. November 1992 - September 1995
FSC Securities, Inc. November 1991 - November 1992
Keogler Morgan Securities, Inc. October 1987 - June 1991
NASD District 7 April 1986 - October 1987
Skills
Risk Management, Strategic Planning, Business Planning, Executive Management, Process Improvement, Change Management, Licensing, Strategy, Budgets, Leadership, Management, Business Development, FINRA, CRM, Strategic Financial..., Insurance, Finance, Due Diligence, Budgeting, Consulting, Relationship Management, Financial Planning, Leadership Development
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certificate of Leadership Development, SII Executive Studies - SIFMA Program
University of Alabama in Huntsville 1981 — 1983
Finance, General
Charles Chip Wodrich Charles Chip Wodrich's Brokers International Financial Services, LLC Experience July 2011 - November 2013
Job PROLIFIC FINANCIAL SOLUTIONS Goodyear, AZ President Holistic Client Advisor
Industry Financial Services
Experience
Hornor, Townsend & Kent, Inc. (HTK) December 2013 - Present
Brokers International Financial Services, LLC July 2011 - November 2013
The Wodrich Agency Inc. March 2005 - June 2011
AAL April 1996 - February 2005
United States Air Force August 1984 - April 1996
Skills
Insurance, Investments, IRAs, Financial Advisory, Retirement Planning, Securities, Retirement, Roth IRA, 401k Rollovers, Financial Services, Fixed Annuities, Life Insurance, Estate Planning, Strategic Financial..., Strategic Planning, Team Building, Investment Advisory, Series 7, Disability Insurance, Health Insurance, Wealth Accumulation, Small Business, Financial Planners, Wealth Management, Mutual Funds, Long Term Care Insurance, Variable Annuities, Universal Life, Series 66, Series 6, Series 63, Investment Management, Investment Strategies, Alternative Investments, Succession Planning, Financial Analysis, Wealth Accumulation..., Wealth Preservation..., Wealth Management..., Business Planning, Charitable Gift Planning, Holistic Financial..., Client Relations Skills, Investment Advisory..., Expert Advisor, Financial Research, Financial Market..., Multi-generational..., Money Management, Indexed Annuities
Education
The American College 1996 — 2001
LUTCF, FICF, FIC, Financial Services
Stephen Hempsted High School 1981 — 1984
Diploma, Math, English, Music and Industrial Arts
Hornor, Townsend & Kent, Inc. (HTK) December 2013 - Present
Brokers International Financial Services, LLC July 2011 - November 2013
The Wodrich Agency Inc. March 2005 - June 2011
AAL April 1996 - February 2005
United States Air Force August 1984 - April 1996
Skills
Insurance, Investments, IRAs, Financial Advisory, Retirement Planning, Securities, Retirement, Roth IRA, 401k Rollovers, Financial Services, Fixed Annuities, Life Insurance, Estate Planning, Strategic Financial..., Strategic Planning, Team Building, Investment Advisory, Series 7, Disability Insurance, Health Insurance, Wealth Accumulation, Small Business, Financial Planners, Wealth Management, Mutual Funds, Long Term Care Insurance, Variable Annuities, Universal Life, Series 66, Series 6, Series 63, Investment Management, Investment Strategies, Alternative Investments, Succession Planning, Financial Analysis, Wealth Accumulation..., Wealth Preservation..., Wealth Management..., Business Planning, Charitable Gift Planning, Holistic Financial..., Client Relations Skills, Investment Advisory..., Expert Advisor, Financial Research, Financial Market..., Multi-generational..., Money Management, Indexed Annuities
Education
The American College 1996 — 2001
LUTCF, FICF, FIC, Financial Services
Stephen Hempsted High School 1981 — 1984
Diploma, Math, English, Music and Industrial Arts
Angie Trandai CFP®'s Brokers International Financial Services, LLC Experience March 2013 - Present
Job Personalized, Professional and Caring Financial Advisor
Industry Financial Services
Experience
Brokers International Financial Services, LLC March 2013 - Present
LPL Financial January 1998 - March 2013
Procter & Gamble January 1985 - December 1996
Skills
Personal Finance, Wealth Management..., Financial Analysis, Financial Goals, Long-term Customer..., Solutions Marketing, Wealth Accumulation, Retirement Planning, Wealth Management, CERTIFIED FINANCIAL..., Practical Solutions, Goal Setting, Life Goals, Estate Planning
Education
College of Financial Planning 1998 — 2000
CFP Professional Education Program, Financial Planning- Denver, CO
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor’s of Science, Chemical Engineering
Brokers International Financial Services, LLC March 2013 - Present
LPL Financial January 1998 - March 2013
Procter & Gamble January 1985 - December 1996
Skills
Personal Finance, Wealth Management..., Financial Analysis, Financial Goals, Long-term Customer..., Solutions Marketing, Wealth Accumulation, Retirement Planning, Wealth Management, CERTIFIED FINANCIAL..., Practical Solutions, Goal Setting, Life Goals, Estate Planning
Education
College of Financial Planning 1998 — 2000
CFP Professional Education Program, Financial Planning- Denver, CO
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor’s of Science, Chemical Engineering
John Azodi, John Azodi,'s Brokers International Financial Services, LLC Experience October 2010 - September 2014
Job Financial Advisor at Berthel Fisher & Company Financial Services, Inc.
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. October 2014 - Present
Book August 2007 - Present
Azodi CPA October 1991 - Present
Brokers International Financial Services, LLC October 2010 - September 2014
Berthel Fisher 2005 - September 2010
Prosperity Network 1998 - 2005
Azodi CPA & Investments, PC 1991 - June 1998
Crossland Rehabilitation Agency July 1989 - October 1991
Prestia & Associates CPA July 1987 - October 1989
David M Amster PC May 1985 - July 1987
Education
University of Colorado at Colo Springs 1979 — 1982
bs, accounting
Delgado Community College 1975 — 1976
Accounting
Berthel Fisher & Company Financial Services, Inc. October 2014 - Present
Book August 2007 - Present
Azodi CPA October 1991 - Present
Brokers International Financial Services, LLC October 2010 - September 2014
Berthel Fisher 2005 - September 2010
Prosperity Network 1998 - 2005
Azodi CPA & Investments, PC 1991 - June 1998
Crossland Rehabilitation Agency July 1989 - October 1991
Prestia & Associates CPA July 1987 - October 1989
David M Amster PC May 1985 - July 1987
Education
University of Colorado at Colo Springs 1979 — 1982
bs, accounting
Delgado Community College 1975 — 1976
Accounting
Brian Aukes Brian Aukes's Brokers International Financial Services, LLC Experience December 2013 - Present
Job Chief Operations & Compliance Officer at Brokers International Financial Services, LLC
Industry Financial Services
Experience
Brokers International Financial Services, LLC December 2013 - Present
ING Financial Partners June 2006 - August 2013
Piper Jaffray March 2001 - June 2006
Skills
Series 7, Securities, Financial Services, Insurance, Risk Management, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 24, Management, Process Improvement, Asset Management, Strategic Planning, Fixed Annuities, Retirement, Program Management, Investment Advisory, Strategic Financial..., Vendor Management, Business Analysis, Team Building, SDLC
Education
Eastern Illinois University
Brokers International Financial Services, LLC December 2013 - Present
ING Financial Partners June 2006 - August 2013
Piper Jaffray March 2001 - June 2006
Skills
Series 7, Securities, Financial Services, Insurance, Risk Management, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 24, Management, Process Improvement, Asset Management, Strategic Planning, Fixed Annuities, Retirement, Program Management, Investment Advisory, Strategic Financial..., Vendor Management, Business Analysis, Team Building, SDLC
Education
Eastern Illinois University
Anna Kastner Anna Kastner's Brokers International Financial Services, LLC Experience October 2010 - August 2012
Job Projects Coordinator at Brokers International Ltd.
Industry Insurance
Experience
Brokers International Ltd. August 2012 - Present
Brokers International Financial Services, LLC October 2010 - August 2012
Education
Des Moines Area Community College 2003 — 2005
Associate's degree, Early Childhood Education
Brokers International Ltd. August 2012 - Present
Brokers International Financial Services, LLC October 2010 - August 2012
Education
Des Moines Area Community College 2003 — 2005
Associate's degree, Early Childhood Education
Robert Owen Robert Owen's Brokers International Financial Services, LLC Experience November 2010 - January 2013
Job Corporate Services Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial February 2013 - Present
Brokers International Financial Services, LLC November 2010 - January 2013
Owen Financial Services July 2007 - January 2013
Mutual of Omaha February 2010 - October 2010
Wells Fargo August 2008 - January 2010
Wells Fargo Investments August 2008 - January 2010
Wells Fargo Financial July 2007 - July 2008
Enterprise Rent a Car July 2003 - June 2007
NOAA Fisheries OLE January 2002 - May 2002
Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Retirement Planning, Financial Services, Series 7, Public Speaking, Relationship Management, Estate Planning, Recruiting, Sales, Training, Registered Investment..., Retirement, Financial Analysis, Fixed Annuities, Indexed Annuities, Life Insurance, Securities, Mutual Funds, Strategic Planning, Series 66, Wealth Planner, Wealth Advisor
Education
American University
Bachelor’s Degree, Communications, Economics
Palo Alto High School
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial February 2013 - Present
Brokers International Financial Services, LLC November 2010 - January 2013
Owen Financial Services July 2007 - January 2013
Mutual of Omaha February 2010 - October 2010
Wells Fargo August 2008 - January 2010
Wells Fargo Investments August 2008 - January 2010
Wells Fargo Financial July 2007 - July 2008
Enterprise Rent a Car July 2003 - June 2007
NOAA Fisheries OLE January 2002 - May 2002
Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Retirement Planning, Financial Services, Series 7, Public Speaking, Relationship Management, Estate Planning, Recruiting, Sales, Training, Registered Investment..., Retirement, Financial Analysis, Fixed Annuities, Indexed Annuities, Life Insurance, Securities, Mutual Funds, Strategic Planning, Series 66, Wealth Planner, Wealth Advisor
Education
American University
Bachelor’s Degree, Communications, Economics
Palo Alto High School
Tricia Fiore's Brokers International Financial Services, LLC Experience 2013 - July 2015
Job Registered Representative at HD Vest Financial Services
Industry Accounting
Experience
HD Vest Financial Services July 2014 - Present
Tricia Fiore, CPA January 2009 - Present
Brokers International Financial Services, LLC 2013 - July 2015
Skills
S Corporations, Tax Returns, Tax Preparation, Financial Accounting, IRS, Partnership Taxation, Corporate Tax, Tax, Payroll Taxes, Income Tax, Sales Tax, Tax Research, Business Advisory, Accountants, Forensic Accounting, Tax Advisory, CPA, Compilation, Tax Accounting, Bookkeeping, Retirement Planning, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, SEP IRA, Mutual Funds
Education
University of Rhode Island 2002 — 2005
Master of Science in Accounting
George Mason University 1993 — 1995
Bachelor of Science in Finance
HD Vest Financial Services July 2014 - Present
Tricia Fiore, CPA January 2009 - Present
Brokers International Financial Services, LLC 2013 - July 2015
Skills
S Corporations, Tax Returns, Tax Preparation, Financial Accounting, IRS, Partnership Taxation, Corporate Tax, Tax, Payroll Taxes, Income Tax, Sales Tax, Tax Research, Business Advisory, Accountants, Forensic Accounting, Tax Advisory, CPA, Compilation, Tax Accounting, Bookkeeping, Retirement Planning, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, SEP IRA, Mutual Funds
Education
University of Rhode Island 2002 — 2005
Master of Science in Accounting
George Mason University 1993 — 1995
Bachelor of Science in Finance
Armstrong, M.'s Brokers International Financial Services, LLC Experience June 2012 - May 2013
Job Assistant Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group May 2013 - May 2014
Brokers International Financial Services, LLC June 2012 - May 2013
ING Financial Partners August 2011 - June 2012
ING Retail Annuities April 2011 - August 2011
ING Financial Partners June 2008 - April 2011
ING January 2007 - June 2008
Wells Fargo Bank June 2006 - December 2006
Skills
Series 7, Series 24, Options, Series 63, Mutual Funds, Series 65, Retirement Planning, Securities, Fixed Annuities, Retirement, Investment Advisory
Education
Morningside College 2002 — 2006
Bachelor of Arts Degree, Business Administration; Marketing
Principal Financial Group June 2014 - Present
Principal Financial Group May 2013 - May 2014
Brokers International Financial Services, LLC June 2012 - May 2013
ING Financial Partners August 2011 - June 2012
ING Retail Annuities April 2011 - August 2011
ING Financial Partners June 2008 - April 2011
ING January 2007 - June 2008
Wells Fargo Bank June 2006 - December 2006
Skills
Series 7, Series 24, Options, Series 63, Mutual Funds, Series 65, Retirement Planning, Securities, Fixed Annuities, Retirement, Investment Advisory
Education
Morningside College 2002 — 2006
Bachelor of Arts Degree, Business Administration; Marketing
Bryan Karsner's Brokers International Financial Services, LLC Experience May 2008 - Present
Job Owner/President BRK Financial, LLC
Industry Financial Services
Experience
Brokers International Financial Services, LLC May 2008 - Present
LPL Financial July 2006 - April 2008
Northwestern Mutual May 2004 - October 2005
Education
University of Maryland College Park 2001 — 2004
Brokers International Financial Services, LLC May 2008 - Present
LPL Financial July 2006 - April 2008
Northwestern Mutual May 2004 - October 2005
Education
University of Maryland College Park 2001 — 2004
Denise Daugherty's Brokers International Financial Services, LLC Experience April 2011 - August 2013
Job Senior Compliance Analyst at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc. September 2013 - Present
Brokers International Financial Services, LLC April 2011 - August 2013
ING Financial Partners December 2006 - April 2011
ING Financial Partners May 2005 - December 2006
Princor Financial Services September 2000 - May 2005
Skills
Series 63, Series 24, Series 7, Team Building
Education
University of Iowa 1990 — 1994
Bachelor, Business Adminstration
Voya Financial Advisors, Inc. September 2013 - Present
Brokers International Financial Services, LLC April 2011 - August 2013
ING Financial Partners December 2006 - April 2011
ING Financial Partners May 2005 - December 2006
Princor Financial Services September 2000 - May 2005
Skills
Series 63, Series 24, Series 7, Team Building
Education
University of Iowa 1990 — 1994
Bachelor, Business Adminstration
Cal Taketa's Brokers International Financial Services, LLC Experience April 2011 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Brokers International Financial Services, LLC April 2011 - Present
Skills
Securities, Financial Services, Life Insurance, Retirement Planning, Fixed Annuities, Financial Planning, Strategic Financial..., Long-term Care, Retirement, Estate Planning
Education
H.P. Baldwin High School
University of Hawaii at Manoa
Bachelor of Science, Biology
Brokers International Financial Services, LLC April 2011 - Present
Skills
Securities, Financial Services, Life Insurance, Retirement Planning, Fixed Annuities, Financial Planning, Strategic Financial..., Long-term Care, Retirement, Estate Planning
Education
H.P. Baldwin High School
University of Hawaii at Manoa
Bachelor of Science, Biology
Deloitte
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Procter & Gamble
KPMG
PricewaterhouseCoopers
EY