Brian
Siems
Cambridge Investment Research Advisors, Inc
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About this Advisor
Brian Siems is a financial advisor working out of Fairfield, Iowa, who has been in the advisory business for 10 years. Siems currently works for Cambridge Investment Research Advisors, Inc. During their career, Siems has held roles at Cambridge Investment Research, Inc, Ottumwa Country Club, None and Cambridge Investment Research Advisors, Inc. Siems holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Iowa and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory company that has its headquarters in Fairfield, Iowa. The firm has offices in 2,023 locations and a total of 3,264 financial advisors. It manages $82 billion in assets under management across its 382,713 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 382,713 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in investable assets. The company provides a number of services, such as 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 fee schedules largely depend on which services are offered. Fees billed by Cambridge Investment Research Advisors, Inc can consist of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,247,302,732
3,264
382,713
$214,906
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Brian has 10 years of experience.
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
None
Ottumwa Country Club
Disclosures
Brian Siems has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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