Devin
Zeisset

Cambridge Investment Research Advisors, Inc

CRD#7534928
Investment Advisor
in Oregon, OH

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About this Advisor

Devin Zeisset is a financial advisor based in Oregon, Ohio. Zeisset currently works for Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Concourse Financial Group Securities Inc, Oregon Insurance Agency, Huntington National Bank, Lifestyle Communities, Ohio State University Department Of Athletics, The Ohio State University, Mansfield Hardware & Supply, The 2Nd & 7 Foundation, United States Marine Corps, America'S Mattress, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Zeisset has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Cambridge Investment Research Advisors, Inc is a registered investment firm based out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It administers $82 billion in total assets among its 461,370 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 client accounts, just 10% are held by high-net-worth clients who have more than $1 million in investable assets. The business 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. Financial advisory fees typically are based on the financial services offered. However, fees billed by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

3458 Navarre Ave.
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

Devin Zeisset Work History

Devin has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cambridge Investment Research, Inc

2023 - Present (1 year)

Cambridge Investment Research Advisors, Inc

2022 - Present (2 years)

Oregon Insurance Agency

2022 - 2023 (1 year)

Concourse Financial Group Securities Inc

2021 - 2022 (1 year)

Huntington National Bank

2020 - 2021 (1 year)

Lifestyle Communities

2019 - 2019 (< 1 year)

The 2Nd & 7 Foundation

2018 - 2020 (2 years)

Ohio State University Department Of Athletics

2016 - 2018 (2 years)

Mansfield Hardware & Supply

2015 - 2020 (5 years)

The Ohio State University

2013 - 2014 (1 year)

America'S Mattress

2010 - 2015 (5 years)

United States Marine Corps

*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 Devin Zeisset 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

Lyndon Crawford
Des Moines, IA
Jeffrey Pratt
Portland, OR
Mitchell Robinson
Tulsa, OK
Kevin Currutt
Cleveland, OH
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Justin Mulholland
Ann Arbor, MI

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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