John Schlegel
John Schlegel is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Reading, PA, with 33 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
4300 Oley Turnpike Road, Reading, PA, 19606
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2006Other Business ActivitiesSells Insurance
John is an independent insurance agent for various independent insurance companies through Wyomissing Financial Group, where he is also President/Owner. He also leases office space to Wyomissing Financial Group through John C Schlegel LLC, is an advisory rep for CIRA, an assistant water polo coach, and a director for Norco Polo.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Ing Funds Distributor, INC.Broker
Delaware Distributors, L.P.Broker
Keogler, Morgan & Company, INC.Broker
State Registrations32 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.