Diane Weyrick
Diane Weyrick is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lakeville, MN, with 32 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
Lakeville, MN
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Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Diane owns Fundum Properties LLC (real estate) and D-Tail Your Dog LLC (pet grooming), and is a board member of Eden Inc. She is also an advisory representative for CIRA and DMW Financial LLC, and an independent insurance agent for various companies, taking up a minimal amount of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Fintegra, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.