John Naegele
John Naegele is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Great Neck, NY, with 40 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
107 Northern Blvd, Ste. 304, Great Neck, NY, 11021
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
John is an advisory representative of a RIA, CIRA, and also works in tax preparation as an enrolled agent at Premier Tax Planning, dedicating minimal time to trading. Additionally, he is an independent insurance agent for various independent insurance agencies, spending a few hours per week on this activity, and a board member of Cryder Point Owners Corp.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Schneider Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Jonathan Alan & CO., INC.Broker
First Investors CorporationBroker
State Registrations6 states
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.