Joshua
Koetje
Cambridge Investment Research Advisors, Inc
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About this Advisor
Joshua Koetje is a financial advisor who works in Grand Rapids, Michigan who has 3 years of industry experience. Koetje currently works for Cambridge Investment Research Advisors, Inc. During their career, Koetje has held roles at Solid Rock Investing, Grand Valley State University, Koetje Landscaping, Aaa Turf, Unity Christian High School, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Koetje has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan and Texas. Cambridge Investment Research Advisors, Inc is a registered investment firm that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 financial advisors. It controls $82 billion in total assets across its 461,370 client accounts, placing it among 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 more than $1 million in investable assets. The firm offers 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. Fees for financial management are based on the services. Fee types charged by Cambridge Investment Research Advisors, Inc likely are comprised 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
Joshua Koetje Work History
Joshua has been registered as a financial advisor for 3 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Solid Rock Investing
Grand Valley State University
Koetje Landscaping
Aaa Turf
Unity Christian High School
*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 Koetje 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
Cleveland, OH
Des Moines, IA
Glen Allen, VA
Tulsa, OK
Roanoke, TX
Staten Island, NY
Brentwood, TN
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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