Brian
Schreck
Cambridge Investment Research Advisors, Inc
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About this Advisor
Brian Schreck is a chartered financial consultant operating out of Wichita, Kansas with 1 year of relevant experience. Schreck is on the advisory team at Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Hornor, Townsend & Kent, Inc. Schreck holds a Series 63 license, certifying them as a securities representative, and is able to work in Kansas and Texas. Cambridge Investment Research Advisors, Inc is an advisory business that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It handles $82 billion in assets under management across its 461,370 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc has a diverse set 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. Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc may include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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 Schreck Work History
Brian has been registered as a financial advisor for 1 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Hornor, Townsend & Kent, Inc
*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 Brian Schreck 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
Tulsa, OK
South Haven, MI
Houston, TX
Salt Lake City, UT
Roanoke, TX
Staten Island, NY
Brentwood, TN
Glen Allen, VA
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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