Lindsey
Klinkhammer

Cambridge Investment Research Advisors, Inc

CRD#6262621
Investment Advisor
in Northfield, MN

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About this Advisor

Lindsey Klinkhammer is a financial advisor working in Northfield, Minnesota, with 10 years of experience as a financial advisor. Klinkhammer is an advisor for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Wells Fargo, Na, Wells Fargo Securities, LLC, Na, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Klinkhammer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. Cambridge Investment Research Advisors, Inc is an advisory company based out of Northfield, Minnesota. The company has offices in 2,023 locations and a total of 3,264 advisors. It controls $82 billion in assets under management among its 382,713 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 382,713 customer accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides 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. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

12087 100Th St. East
Northfield, MN 55057

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,247,302,732

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

3,264

MN Average: 166
Total Number of Accounts

382,713

MN Average: 7,189
Average Account Size

$214,906

MN Average: $1,287,990

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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

Lindsey Klinkhammer Work History

Lindsey has 10 years of experience.

2020 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2018 - Present (5 years)

Cambridge Investment Research, Inc

2013 - Present (10 years)

Wells Fargo Securities, LLC

2012 - 2013 (1 year)

Wells Fargo, Na

2012 - 2012 (< 1 year)

Na

Disclosures

Lindsey Klinkhammer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Brent Wadzita
Pensacola, FL
Andrew Lohse
Lombard, IL
Anthony Rich
Saint Louis, MO
Brian Siems
Fairfield, IA
Arthur Connor
Lombard, IL
Lori Mcknight
West Des Moines, IA
Lindsey Klinkhammer
Northfield, MN
Stephanie Olson
San Anselmo, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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