Brad
Woods
Cambridge Investment Research Advisors, Inc
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About this Advisor
Brad Woods is a financial advisor working out of Niles, Michigan, who has 6 years of relevant experience. Woods is an employee of Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Cuso Financial Services, LLC, United Federal Credit Union, Cuna Brokerage Services, Inc, Cuna Mutual Group, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Woods maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Cambridge Investment Research Advisors, Inc is a financial advisory company based in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It manages $82 billion in assets between its 461,370 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc offers 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 vary depending on which service is offered. Fee types charged by Cambridge Investment Research Advisors, Inc most likely include any 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
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$82,427,818,654
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,352
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
461,370
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$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
Brad Woods Work History
Brad has been registered as a financial advisor for 6 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Cuna Brokerage Services, Inc
Cuna Mutual Group
United Federal Credit Union
Cuso Financial Services, LLC
*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 Brad Woods 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
Houston, TX
Salt Lake City, UT
Fairfield, IA
Glen Allen, VA
Roanoke, TX
Staten Island, NY
Fairfield, IA
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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