Insights

Recent Acquisition Broker Dealer Financial Services was acquired by Cambridge Investment Research for $3.5 billion, indicating a strategic consolidation in the financial services industry that may lead to integration of new client portfolios and increased investment in infrastructure.

Market Position With around 150 advisors and substantial client assets, the company is positioned as a mid-sized player seeking growth through partnerships and technological enhancements within the competitive financial advisory sector.

Technology Stack The company's use of diverse web technologies such as PHP, jQuery, and Apache/Nginx servers suggests opportunities to offer tailored digital solutions, security enhancements, or automation tools to streamline operations.

Industry Trends The consolidation trend among mid-sized financial firms highlights potential for expansion and innovation, presenting opportunities for service providers to deliver scalable solutions aligned with industry mergers and acquisitions.

Growth Opportunities The company's transition into Jordan Creek Financial Solutions reflects ongoing market evolution; engaging with this transformation could open sales channels for compliance, client management, and financial planning technology services.

Similar companies to Broker Dealer Financial Services Corp.

Broker Dealer Financial Services Corp. Tech Stack

Broker Dealer Financial Services Corp. uses 8 technology products and services including Curalate, Quantcast Measure, Webpack, and more. Explore Broker Dealer Financial Services Corp.'s tech stack below.

Curalate
Analytics
Quantcast Measure
Analytics
Webpack
Development
Module Federation
Development
Envoy
Load Balancers
Google Tag Manager
Tag Management
X-Content-Type-Options
Web & Portal Technology
OpenResty
Web Servers

Media & News

Cambridge Investment Research acquired Bdfs for $3.5B on Aug 20th '18.
Cambridge Investment Research is acquiring Broker Dealer Financial Services, which has 150 advisors and $3.5 billion in client assets, in the latest example of a large IBD getting bigger by absorbing a small or mid-size firm.
Aug 23, 2018 | www.financial-planning.com

Broker Dealer Financial Services Corp.'s Email Address Formats

Broker Dealer Financial Services Corp. uses at least 1 format(s):

Broker Dealer Financial Services Corp. Email Formats	Example	Percentage
FLast@bdfs.com	JDoe@bdfs.com	89%
FL@bdfs.com	JD@bdfs.com	4%
First@bdfs.com	John@bdfs.com	3%
Last@bdfs.com	Doe@bdfs.com	4%

Frequently Asked Questions

Where is Broker Dealer Financial Services Corp.'s headquarters located?

Broker Dealer Financial Services Corp.'s main headquarters is located at 140 S 68th St, West Des Moines, Iowa 50266, US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Broker Dealer Financial Services Corp.'s phone number?

You can contact Broker Dealer Financial Services Corp.'s main corporate office by phone at

+1-515-727-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Broker Dealer Financial Services Corp.'s official website and social media links?

Broker Dealer Financial Services Corp.'s official website is bdfs.com and has social profiles on LinkedIn.

What is Broker Dealer Financial Services Corp.'s NAICS code?

Broker Dealer Financial Services Corp.'s NAICS code is 52 - Finance and Insurance.

How many employees does Broker Dealer Financial Services Corp. have currently?

As of October 2025, Broker Dealer Financial Services Corp. has approximately 56 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Coo: S. L.CFO: R. S.Chief Compliance Officer/Chief Operating Officer: B. B.. Explore Broker Dealer Financial Services Corp.'s employee directory with LeadIQ.

What industry does Broker Dealer Financial Services Corp. belong to?

Broker Dealer Financial Services Corp. operates in the Financial Services industry.

What technology does Broker Dealer Financial Services Corp. use?

Broker Dealer Financial Services Corp.'s tech stack includes CuralateQuantcast MeasureWebpackModule FederationEnvoyGoogle Tag ManagerX-Content-Type-OptionsOpenResty.

What is Broker Dealer Financial Services Corp.'s email format?

Broker Dealer Financial Services Corp.'s email format typically follows the pattern of FLast@bdfs.com. Find more Broker Dealer Financial Services Corp. email formats with LeadIQ.

When was Broker Dealer Financial Services Corp. founded?

Broker Dealer Financial Services Corp. was founded in 1979.

Broker Dealer Financial Services Corp.

Financial ServicesUnited States51-200 Employees

On October 20, 2018 BDFS & IAC ceased operations.  In its place was born Jordan Creek Financial Solutions, an enterprise branch of Cambridge Investment Research.  Please follow us there, and thank you for 40 great years!