Timothy Hausmann
Timothy Hausmann is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Charlotte, NC, with 38 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
2313 Randolph Rd., Charlotte, NC, 28207
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Regulatory History (1)
Customer Dispute
July 2015Other Business ActivitiesSells Insurance
Timothy is an advisory representative of a Registered Investment Advisor and an independent insurance agent. He also owns rental properties and is involved with multiple insurance-related businesses, dedicating about 10-20% of his time to TGHAUSMANN, LLC and HAUSMANN INSURANCE & FINANCIAL SERVICES.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Nationwide Securities, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations12 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.