Mark Stoltzfus
Mark Stoltzfus is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lancaster, PA, 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
Lancaster, PA
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Regulatory History (1)
Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Mark sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 2019. He also works as a musician, dedicating minimal time, and owns Stoltzfus Financial LLC, offering financial services about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
T.H.E. Financial Group, LTDBroker
Homestead Capital CorporationBroker
Asset Management Equities, LTD.Broker
Columbia Asset Management CORP.Broker
State Registrations8 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.