Joshua
Beitel

Cambridge Investment Research Advisors, Inc

CRD#5911459
Investment Advisor
in Traverse City, MI

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About this Advisor

Joshua Beitel is a financial advisor based out of Traverse City, Michigan, who has 5 years of industry experience. Beitel is on the advisory team at Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Firstmerit Bank, N.A, Firstmerit Financial Services, Lpl Financial LLC, Fifth Third Securities, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Chemical Bank, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Beitel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Cambridge Investment Research Advisors, Inc is a company that has its headquarters in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 advisors. It administers $82 billion in total assets between its 461,370 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 461,370 accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. Cambridge Investment Research Advisors, Inc performs a number of services, including 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. A financial advisor's fee schedules typically are based on which service is provided. Fees billed by Cambridge Investment Research Advisors, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

13300S West Bayshore Dr., Ste B-1
Traverse City, MI 49684

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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

Joshua Beitel Work History

Joshua 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

2015 - 2018 (3 years)

Cetera Investment Services LLC

2015 - 2018 (3 years)

Cetera Investment Advisers LLC

2015 - 2018 (3 years)

Chemical Bank

2014 - 2015 (1 year)

Fifth Third Securities

2013 - 2014 (1 year)

Lpl Financial LLC

2011 - 2014 (3 years)

Firstmerit Bank, N.A

2011 - 2013 (2 years)

Firstmerit Financial Services

*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 Joshua Beitel 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

John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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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