Eric Wegner
Eric Wegner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Delafield, WI, with 26 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
2301 Sun Valley Drive #301, Delafield, WI, 53018
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Regulatory History (3)
Customer Dispute
May 2019Customer Dispute
August 2013Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Eric is an independent insurance agent for various companies since 2000, dedicating nearly full-time hours to this and other investment-related activities as an Investment Advisor Representative. He also owns an aircraft manufacturing and sales business, an airplane hangar LLC, is president of a non-profit aircraft association, is an advisory rep of a RIA, and owns a retail sales/distribution business.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Capstone Advisory Group LLC
Meric Capital Management, LLC
Spc
Sigma Financial CorporationBroker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Spc
Sammons Securities Company, LLCBroker
Ffp Securities, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations5 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.