Ryan
Brooks

Cambridge Investment Research Advisors, Inc

CRD#5049324
Investment Advisor
in West Des Moines, IA
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About this Advisor

Ryan Brooks is an investment advisor whose office is in West Des Moines, Iowa. Currently an advisor with Cambridge Investment Research Advisors, Inc, they have gathered 13 years of experience as an investment advisor. Brooks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Brooks can serve customers based out of Iowa and Texas. Their career trajectory has included roles at Mass Mutual Life Insurance Company, Mml Investors Services Inc, Northwestern Mutual, Broker Dealer Financial Services Corp, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc is headquartered in West Des Moines, Iowa, and operates out of 1,728 other offices across the United States. Overall, Cambridge Investment Research Advisors, Inc manages $40 billion in assets throughout 225,374 accounts and retains more than 2,672 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 196,087 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides 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 firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Disclosures

No

Office Location

140 S 68Th Street, Suite 110
West Des Moines, IA 50266

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

IA Average: 166
Total Number of Accounts

276,236

IA Average: 7,189
Average Account Size

$160,469

IA Average: $1,287,990

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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

Ryan Brooks Work History

Ryan has 13 years of experience.

2018 - Present (1 year)

Cambridge Investment Research Advisors, Inc

2018 - Present (1 year)

Cambridge Investment Research, Inc

2014 - Present (5 years)

Broker Dealer Financial Services Corp

2010 - 2014 (4 years)

Mass Mutual Life Insurance Company

2010 - 2014 (4 years)

Mml Investors Services Inc

2005 - 2010 (5 years)

Northwestern Mutual

Disclosures

Ryan Brooks has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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