TK
ChFC
TK
ChFC

Thomas Kijowski

43 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Thomas Kijowski is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pittsburgh, PA, with 43 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

Pittsburgh, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas is an independent insurance agent for various companies. He is also an advisory representative of a RIA and an IAR with Kijowski Investments, spending about half his time and nearly full-time, respectively, on these investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2008 - Present · 17 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
January 2004 - September 2008 · 4 yrs 8 mos
Thomas Kijowski Investment Consulting Group
June 1995 - December 2003 · 8 yrs 6 mos
Securities America, INC.Broker
January 1993 - September 2008 · 15 yrs 8 mos
Investment Management & Research, INCBroker
April 1990 - December 1992 · 2 yrs 8 mos
New England SecuritiesBroker
March 1985 - April 1990 · 5 yrs 1 mo
MML Investors Services, INC.Broker
July 1984 - January 1985 · 6 mos
New England SecuritiesBroker
May 1983 - April 1990 · 6 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
June 1982 - April 1983 · 10 mos
State Registrations4 states
ILOHPAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.