Brian
Stearns

Cambridge Investment Research Advisors, Inc

CRD#6989078
Investment Advisor
in Big Rapids, MI

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About this Advisor

Brian Stearns is a chartered financial consultant who works in Big Rapids, Michigan who has 5 years of relevant experience. Stearns works at Cambridge Investment Research Advisors, Inc. Stearns has gained experience at Cambridge Investment Research, Inc, Central Michigan University, Tri-Star Trust Bank, Conzelmann Insurance Agency And Financial Servcies, Tiffany'S Food And Spirits and Cambridge Investment Research Advisors, Inc. Stearns has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan and Texas. Cambridge Investment Research Advisors, Inc is an advisory firm based in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It manages $82 billion in total assets between its 461,370 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 461,370 client accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a wide array 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 vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc most likely are comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

5 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

Office Location

15505 Waldron Way
Big Rapids, MI 49307

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

MI Average: 166
Total Number of Accounts

461,370

MI Average: 7,189
Average Account Size

$178,659

MI Average: $1,287,990

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 Stearns Work History

Brian has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cambridge Investment Research, Inc

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2018 - 2018 (< 1 year)

Cambridge Investment Research, Inc

2018 - 2018 (< 1 year)

Tri-Star Trust Bank

2017 - 2017 (< 1 year)

Tri-Star Trust Bank

2016 - 2016 (< 1 year)

Tiffany'S Food And Spirits

2015 - 2017 (2 years)

Conzelmann Insurance Agency And Financial Servcies

2014 - 2018 (4 years)

Central Michigan University

*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 Stearns 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

Richard Habel
Salt Lake City, UT
Kevin Currutt
Cleveland, OH
Ryan Bouchard
Kennesaw, GA
Andrew Wittich
Houston, TX
Stacy Robinson
South Haven, MI
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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