Brent
Shimman

Cambridge Investment Research Advisors, Inc

CRD#4345338
Investment Advisor
in Oregon, OH

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About this Advisor

Brent Shimman is a financial advisor working in Oregon, Ohio with a total of 13 years of industry experience. Shimman currently works for Cambridge Investment Research Advisors, Inc. During their career, Shimman has held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Shimman holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Ohio. Cambridge Investment Research Advisors, Inc is a business based in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 advisors. It oversees $82 billion in total assets across its 461,370 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in investable assets. The business performs a diverse set 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. Financial management fee schedules typically vary depending on which service is offered. However, fee types billed by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 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

3150 Dustin Rd. Suite 2
Oregon, OH 43616

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

OH Average: 166
Total Number of Accounts

461,370

OH Average: 7,189
Average Account Size

$178,659

OH 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

Brent Shimman Work History

Brent has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Cambridge Investment Research, Inc

2010 - Present (14 years)

Cambridge Investment Research 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 Brent Shimman 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
Ryan Bouchard
Kennesaw, GA
John Ladick
Fairfield, IA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

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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