Benjamin
Siedlik

Cambridge Investment Research Advisors, Inc

CRD#5341108
Investment Advisor
in Fairfield, IA

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About this Advisor

Benjamin Siedlik is a financial advisor who works in Fairfield, Iowa, who has 1 year of relevant experience. Siedlik is on the advisory team at Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Securities America Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Siedlik maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa and Nebraska. Cambridge Investment Research Advisors, Inc is a financial advisory company based out of Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It administers $82 billion in assets across its 461,370 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a broad assortment 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 charged by financial advisors depend on which services the firm provides the client. Fees charged by Cambridge Investment Research Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1776 Pleasant Plain Road
Fairfield, IA 52556

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

IA Average: 166
Total Number of Accounts

461,370

IA Average: 7,189
Average Account Size

$178,659

IA 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

Benjamin Siedlik Work History

Benjamin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cambridge Investment Research, Inc

2022 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2011 - 2022 (11 years)

Securities America 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 Benjamin Siedlik 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

Tomas Cern
Tolland, CT
David Moore
Naples, NY
Herbert Modrak
Glen Allen, VA
Andrew Wittich
Houston, TX
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
John Ladick
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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