Conan Malmer
Conan Malmer is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ypsilanti, MI, with 32 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
913 Pleasant Dr, Ypsilanti, MI, 48197
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Conan is the director of a non-profit maintaining local baseball fields, spending a few hours per week. He is also an advisory representative of a Registered Investment Advisor (RIA), dedicating nearly full-time hours, and president of Malmer Asset Management, Inc. He also serves as a board member of a non-profit healthcare entity, spending a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
State Registrations14 states
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