Christa
Repas
Cambridge Investment Research Advisors, Inc
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About this Advisor
Christa Repas is a certified financial planner based in Beachwood, Ohio, who has 4 years of industry experience. Repas is an advisor for Cambridge Investment Research Advisors, Inc. Over the course of their career, Repas has held roles at Wells Fargo Advisors, LLC, Syracuse University Literacy Corps, Hillside Work-Scholarship Connection, Strata Consulting Group, Syracuse University, Ministry In Mission, Wells Fargo Clearing Services, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Wernick Wealth Management Group. Repas holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Cambridge Investment Research Advisors, Inc is a company based out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 advisors. It handles $82 billion in assets under management between its 461,370 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc performs 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 for financial advisory services typically vary depending on the financial services. However, fees charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Christa Repas Work History
Christa has been registered as a financial advisor for 4 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Wernick Wealth Management Group
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Strata Consulting Group
Ministry In Mission
Hillside Work-Scholarship Connection
Syracuse University Literacy Corps
Syracuse University
*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 Christa Repas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
