Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. (CRD# 134139) is a financial advisory firm headquartered in Fairfield, IA. They manage $82,247,302,732 in 382,713 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management82,247MILLION
-
Total Number of Accounts382,713ACCOUNTS
-
Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Desmond Henry is a fee-only CERTIFIED FINANCIAL PLANNER™ and Founder of Afflora Financial Life Planning in his hometown of Topeka, Kansas. Desmond specializes in providing financial planning and investment management for retirees, those approaching retirement, and widows. You can learn more at www.AffloraFLP.com.
Disclosures:
Investment Advisory Services offered by Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Afflora Financial Life Planning, LLC are not affiliated. CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Larry Mengerink (CRD# 3201611) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lansing, MI with an additional office in Okemos, Michigan and has over 20 years of experience in the finance industry.
Riley Aalderink (CRD# 6504831) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Zeeland, MI and has over 5 years of experience in the finance industry.
Tracy Aaron (CRD# 2465262) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Easton, MD and has over 17 years of experience in the finance industry.
Brian Abbott (CRD# 3222569) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lawrence, KS and has over 23 years of experience in the finance industry.
Stephanie Abee (CRD# 5888654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 11 years of experience in the finance industry.
Christopher Adams (CRD# 2447178) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lawrence, KS and has over 29 years of experience in the finance industry.
Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Aplena, MI and has over 11 years of experience in the finance industry.
Paul Aftanas (CRD# 4671712) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 19 years of experience in the finance industry. Paul Aftanas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.