Cynthia O'meara
Cynthia O'meara is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Owatonna, MN, with 39 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
634 W Bridge St., Ste A, Owatonna, MN, 55060
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cynthia is an independent insurance agent since 1997 and co-owner of TWAG Properties, LLP, a real estate venture, since 2022. She also serves as a committee member for St Luke's Church Foundation since 2023 and works as an advisory representative of a RIA, taking about half of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sii Investments, INC.Broker
Sii Investments, INC.
Fortis Investors, INC.Broker
Kingland Capital CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations31 states
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