Brian
Siems
Cambridge Investment Research Advisors, Inc
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About this Advisor
Brian Siems is a financial advisor based in Ottumwa, Iowa, working with Cambridge Investment Research Advisors, Inc. Brian has previously held positions at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Brian is part of Cambridge Investment Research Advisors, Inc, which operates out of Ottumwa, Iowa. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
Brian Siems Work History
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of Brian Siems 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
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Massena, NY
Ramsey, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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