Loren
Rex

Cambridge Investment Research Advisors, Inc

CRD#4403820
Investment Advisor
in Battle Creek, MI

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About this Advisor

Loren Rex is a certified financial planner working out of Battle Creek, Michigan who has 13 years of relevant experience. Rex is on the advisory team at Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Rex maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 financial advisors. It manages $82 billion in assets under management between its 461,370 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 461,370 customer accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a wide assortment 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. Financial advisory fee schedules usually vary depending on which service is provided. However, fee types billed by Cambridge Investment Research Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 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

77 Michigan Ave E Ste 140
Battle Creek, MI 49017-7029

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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

Loren Rex Work History

Loren has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Cambridge Investment Research, Inc

2009 - Present (15 years)

Cambridge Investment Research Advisors, 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 Loren Rex 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

Andrew Wittich
Houston, TX
Tomas Cern
Tolland, CT
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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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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