Kurt Cambier
Kurt Cambier is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Golden, CO, 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
350 Indiana Street, Ste 730, Golden, CO, 80401
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2025Customer Dispute
February 2024Customer Dispute
May 2023Customer Dispute
December 2021Other Business ActivitiesSells Insurance
Kurt is an independent insurance agent for various insurance companies. He also serves as a Board Trustee for the Virginia Cambier Childrens Foundation, dedicates full-time hours as an advisory representative of an RIA, and is the founder of Centennial Capital Partners.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Amev Investors, INC.Broker
Pruco Securities CorporationBroker
State Registrations39 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.