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Diane Weyrick

Cambridge Investment Research Advisors, INC.
33 Years of Experience
Northfield, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Diane Weyrick is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Northfield, MN, with 33 years of industry experience. Diane 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
3933 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

205 3rd Street W., Suite A, Northfield, MN, 55057

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History

Regulatory History (1)
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
October 2019
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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.
July 2019 - Present · 7 yrs 3 mos
Cambridge Investment Research, INC.
July 2019 - Present · 7 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Scf Securities, INC.Broker
October 2017 - June 2019 · 1 yr 8 mos
Scf Investment Advisors, INC.
October 2017 - June 2019 · 1 yr 8 mos
Investment Centers of America, INC.
March 2004 - October 2017 · 13 yrs 7 mos
Investment Centers of America, INC.Broker
February 2003 - October 2017 · 14 yrs 8 mos
Fintegra, LLCBroker
September 1999 - February 2003 · 3 yrs 5 mos
American Express Financial Advisors INC.Broker
June 1993 - September 1999 · 6 yrs 3 mos
Ids Life Insurance CompanyBroker
June 1993 - September 1999 · 6 yrs 3 mos
State Registrations18 states
AKALAZCADCFLHIILINMAMNMONYPASCTXUTWI
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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