Zachary
Lind

Cambridge Investment Research Advisors, Inc

CRD#6737681
Investment Advisor
in Kearney, NE

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About this Advisor

Zachary Lind is a financial advisor operating in Kearney, Nebraska with a total of 5 years of industry experience. Lind is an advisor for Cambridge Investment Research Advisors, Inc. During their career, Lind has held roles at University Of Nebraska At Lincoln, Sporting Kansas City, Kearney Regional Medical Center, Endurance Planet, Securities America, Inc, College, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Lind has Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Colorado, Nebraska and Texas. Cambridge Investment Research Advisors, Inc is a company based out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It controls $82 billion in total assets between its 461,370 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc has a number 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 typically depend on which services the firm provides the client. Fees charged by Cambridge Investment Research Advisors, Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

Zachary Lind Work History

Zachary has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (7 years)

Cambridge Investment Research, Inc

2016 - Present (8 years)

University Of Nebraska At Lincoln

2016 - 2017 (1 year)

Securities America, Inc

2015 - 2016 (1 year)

Sporting Kansas City

2015 - 2015 (< 1 year)

Endurance Planet

2014 - 2014 (< 1 year)

Kearney Regional Medical Center

2010 - 2014 (4 years)

College

*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 Zachary 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

Richard Habel
Salt Lake City, UT
Justin Mulholland
Ann Arbor, MI
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
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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