Todd Rohrer
Todd Rohrer is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Richfield, OH, with 34 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
3866 Brecksville Rd, Richfield, OH, 44286
Get directionsHistory
Regulatory History (5)
Financial
July 2021Financial
July 2020Financial
October 2018Financial
June 2018Financial
November 2017Other Business ActivitiesSells Insurance
Todd is an independent insurance agent for various companies since January 2019, dedicating about 10-20% of his time to this and minimal time to trading. He is also an advisory representative of a Registered Investment Advisor (RIA) and an Investment Advisor Representative (IAR) under a DBA name, spending full-time hours on both activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations3 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.