Wendy Halingstad
Wendy Halingstad is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Golden, CO, with 30 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
350 Indiana Street, Suite 730, Golden, CO, 80401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy is involved in three outside business activities. She co-owns real estate, is a member of her spouse's handyman business, and works as an advisory representative of a RIA, taking about half of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Meridian Wealth Management LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Pershing Advisor Solutions LLCBroker
Icon Distributors, INC.Broker
Charles Schwab & CO., INC.Broker
Consolidated Investment Services, INC.Broker
State Registrations1 state
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.