Steven
Lind

Cambridge Investment Research Advisors, Inc

CRD#1335859
Investment Advisor
in Kearney, NE

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About this Advisor

Steven Lind is a certified financial planner working out of Kearney, Nebraska who has 6 years of relevant experience. Lind is an advisor for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Lind Financial Services, Securities America, Inc, Securities America Advisors, Inc, First Central Financial Services, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Lind maintains a Series 63 license, certifying them as a securities representative, and can operate in Nebraska and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory business that has its headquarters in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 people on staff. It manages $82 billion in total assets between its 461,370 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc has a broad set 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 charged by financial advisors largely vary depending on which service is provided. Fee types 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 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

29 Camelot Way
Kearney, NE 68845

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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

Steven Lind Work History

Steven has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cambridge Investment Research, Inc

2017 - Present (7 years)

Cambridge Investment Research Advisors, Inc

1999 - Present (25 years)

Lind Financial Services

1999 - Present (25 years)

First Central Financial Services

2002 - 2017 (15 years)

Securities America, Inc

2002 - 2017 (15 years)

Securities America Advisors, 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 Steven Lind 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
Richard Habel
Salt Lake City, UT
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
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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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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