FB
CFA · CFP
FB
CFA · CFP

Fredrick Bell

24 Years of Experience
West Des Moines, IA
BrokerSells Insurance

Fredrick Bell is a CFA, CFP-designated registered investment advisor, based in West Des Moines, IA, with 24 years of industry experience.

Location

West Des Moines, IA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Fredrick is an independent insurance agent for various companies since 2002, dedicating about 10-20% of his time to this activity. He is also the president of Bellwether Financial Advisors and treasurer/board member for Iowa Chapter, Military Officers Association of America.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2007 - Present · 19 yrs 3 mos
Cambridge Investment Research, INC.
January 2007 - Present · 19 yrs 3 mos
Bellwether Financial Advisors
August 2003 - Present · 22 yrs 8 mos
Previous Registrations
Edi Financial, INC.Broker
March 2002 - December 2006 · 4 yrs 9 mos
State Registrations6 states
FLIAKSMNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Fredrick Bell - Financial Advisor | TrueAdvisor