Brian D. Drevs

MIDWEST FINANCIAL CONSULTANTS

DES MOINES, IA 50310

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CRD#: 4467562

Professional summary

Brian David Drevs, CFP® is a registered financial advisor currently at MIDWEST FINANCIAL CONSULTANTS, INC. located in Des Moines, Iowa.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Drevs's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

October 5, 1999 - Present

MIDWEST FINANCIAL CONSULTANTS, INC.

Office #1: 1903 46th Street, Des Moines, IA 50310

RIA

CRD#: 115423

DES MOINES, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(10/5/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MIDWEST FINANCIAL CONSULTANTS, INC.

MIDWEST CREDIT COUNSELING, INC. | MIDWEST FINANCIAL CONSULTANTS, INC. | MIDWEST CREDIT COUNSELING, LTD

CRD#: 115423 / SEC#:

Iowa

Registered Investment Advisory firm - (10/5/1999 Approved)

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Contact information

Main Address

1903 46th Street, Des Moines, IA 50310-3028

Mailing Address

Phone number

(515) 277-4778

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian D. Drevs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Drevs's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIDWEST FINANCIAL CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Current Firm

MIDWEST FINANCIAL CONSULTANTS, INC.

Contact information

Documents

Red Flags

Company Information

MIDWEST FINANCIAL CONSULTANTS, INC.

TRUST BUT VERIFY

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