Erin
Wideman
Cambridge Investment Research Advisors, Inc
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About this Advisor
Erin Wideman is a financial advisor based in Washington, Missouri who has 7 years of relevant experience. Wideman is an advisor for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at First Allied Securities, Inc, Money Concepts Capital Corp, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Wideman holds a Series 63 license, designating them as a securities agent, and is registered to work in Missouri and Texas. Cambridge Investment Research Advisors, Inc is a registered investment business based out of Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 financial advisors. It controls $82 billion in assets under management across its 461,370 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc performs a broad array 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, fees billed by Cambridge Investment Research Advisors, Inc most likely include 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
Erin Wideman Work History
Erin has been registered as a financial advisor for 7 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Money Concepts Capital Corp
First Allied Securities, 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 Erin Wideman 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
Salt Lake City, UT
South Haven, MI
Fairfield, IA
Houston, TX
Roanoke, TX
Staten Island, NY
Ormond Beach, FL
Kennesaw, GA
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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