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Brokerage Specialists
Brokerage Specialists is a fee-only Registered Investment Advisory firm that adheres to fiduciary responsibility. The firm provides financial planning,...
Brokerage Specialists
Brokerage Specialists is a fee-only Registered Investment Advisory firm that adheres to fiduciary responsibility. The firm provides financial planning, investment management, and consulting for self-managed 401k portfolios. It partners with third-party money managers to actively manage client investments according to personalized plans.
General information
Firm type
RIA
Location
Country
United States
City
Grand Island
Principals
Todd E. Hoins
LUTCF — Founder & CEO
Todd Hoins — President and CEO
Bailey Hoins — Marketing Director
Heather Blauhorn — Customer Service
Frequently asked questions
Does Brokerage Specialists participate in fund commitments or only direct deals?
There is no public information on whether the firm commits to external funds or focuses solely on direct investments. Its multi-asset strategy leaves both avenues possible.
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