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Erin Wideman

Cambridge Investment Research Advisors, INC.
34 Years of Experience
Washington, MO
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Erin Wideman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Washington, MO, with 34 years of industry experience. Erin 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
3940 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

1190 Jefferson St., Ste. 201, Washington, MO, 63090

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History

Regulatory History (2)
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
January 2002
Settled
Customer Dispute
May 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Erin is an advisory representative of a RIA, spending full-time hours on investment-related activities. She is also an independent insurance agent for various independent insurance companies, dedicating minimal time, and owns real estate. Additionally, Erin volunteers as a treasurer, dedicating minimal time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2016 - Present · 10 yrs 9 mos
Cambridge Investment Research, INC.Broker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Money Concepts Advisory Service
February 2014 - January 2016 · 1 yr 11 mos
Money Concepts Capital CORPBroker
May 2013 - January 2016 · 2 yrs 8 mos
First Allied Securities, INC.Broker
December 2008 - May 2013 · 4 yrs 5 mos
First Montauk Securities CORP.Broker
November 2000 - December 2008 · 8 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 1991 - November 2000 · 8 yrs 11 mos
State Registrations9 states
ARAZFLILKSMOTXWAWY
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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