Robert
Wickenkamp

Cambridge Investment Research Advisors, Inc

CRD#2756495
Investment Advisor
in Antioch, IL

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About this Advisor

Robert Wickenkamp is a financial advisor based in Antioch, Illinois with 11 years of industry experience. Wickenkamp is an employee of Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Rjw Investment Consultants, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Wickenkamp maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Illinois and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory business headquartered in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It has $82 billion in assets under management among its 461,370 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 461,370 accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fees usually depend on which services are offered. Fees billed by Cambridge Investment Research Advisors, Inc likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

744 Main St. Ste 103 W
Antioch, IL 60002

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

IL Average: $9,259,360,772
Total Number of Employees

3,352

IL Average: 166
Total Number of Accounts

461,370

IL Average: 7,189
Average Account Size

$178,659

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Robert Wickenkamp Work History

Robert has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Cambridge Investment Research, Inc

2012 - Present (12 years)

Cambridge Investment Research Advisors, Inc

2009 - Present (15 years)

Rjw Investment Consultants

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Wickenkamp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Justin Mulholland
Ann Arbor, MI
Mitchell Robinson
Tulsa, OK
Ryan Bouchard
Kennesaw, GA
John Ladick
Fairfield, IA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Laurie Taylor
Ormond Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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