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Wade Mcminn

Cambridge Investment Research Advisors, INC.
37 Years of Experience
Brentwood, TN
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Wade Mcminn is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Brentwood, TN, with 37 years of industry experience. Wade is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

112 Westwood Place, Ste 160, Brentwood, TN, 37027

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2015
Denied
Customer Dispute
October 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Wade is an independent insurance agent since 1995, dedicating minimal time to this activity. He also works as an advisory representative of a registered investment advisor (RIA) full-time since 2010, and owns a retail business called Mantiques since 2024, spending a few hours per week on it.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2011 - Present · 15 yrs 8 mos
Cambridge Investment Research, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
January 2004 - February 2011 · 7 yrs 1 mo
MML Investors Services, LLCBroker
September 1995 - February 2011 · 15 yrs 5 mos
New England SecuritiesBroker
March 1991 - September 1995 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1989 - January 1991 · 1 yr 11 mos
State Registrations12 states
CAFLGAILINKYMANCTNTXVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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