Herson
Castaneda

Cambridge Investment Research Advisors, Inc

CRD#7128284
Investment Advisor
in Grand Island, NE

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About this Advisor

Herson Castaneda is a financial advisor based out of Grand Island, Nebraska who has 2 years of industry experience. Castaneda is an employee of Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Wells Fargo Clearing Services, LLC, Law Offices Of Marisa-Andrea Moore, Walmart, Grand Island Veterans Home, Absolute Advantage Interpreting, Sosi LLC, Schuster Anderson, Principal Securities Inc, Principal Life Insurance Company, Schuster Anderson Wealth Advisors, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Castaneda maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Cambridge Investment Research Advisors, Inc is a financial advisory company based in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in total assets among its 461,370 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc provides 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 typically are based on the services. However, fees charged by Cambridge Investment Research Advisors, Inc most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

3008 West Stolley Park Rd. Ste. 1
Grand Island, NE 68801

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NE Average: 166
Total Number of Accounts

461,370

NE Average: 7,189
Average Account Size

$178,659

NE 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

Herson Castaneda Work History

Herson has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cambridge Investment Research, Inc

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2020 - Present (4 years)

Schuster Anderson Wealth Advisors

2020 - 2020 (< 1 year)

Schuster Anderson

2020 - 2021 (1 year)

Principal Securities Inc

2020 - 2021 (1 year)

Principal Life Insurance Company

2019 - 2020 (1 year)

Wells Fargo Clearing Services, LLC

2018 - 2018 (< 1 year)

Sosi LLC

2017 - 2019 (2 years)

Absolute Advantage Interpreting

2014 - 2019 (5 years)

Law Offices Of Marisa-Andrea Moore

2013 - 2013 (< 1 year)

Walmart

2013 - 2014 (1 year)

Grand Island Veterans Home

*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 Herson Castaneda 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
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Ryan Bouchard
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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