Jonathan
Spangler
Cambridge Advisors Inc
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About this Advisor
Jonathan Spangler is a financial advisor based in Omaha, Nebraska, working with Cambridge Advisors Inc. Jonathan has previously held positions at Woodmen Financial Services, Inc and Cambridge Advisors Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Jonathan is part of Cambridge Advisors Inc, which operates out of Omaha, Nebraska. The firm has 5 employees and manages assets totaling $557.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cambridge Advisors Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Cambridge Advisors Inc Brokerage Details
$557,918,561
5
806
$692,207
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
Jonathan Spangler Work History
Cambridge Advisors Inc
Woodmen Financial Services, Inc
Disclosures
Please visit the SEC profile of Jonathan Spangler 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 Advisors Inc
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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