PH
ChFC
PH
ChFC

Peter Hill

32 Years of Experience
Des Moines, IA
3 DisclosuresBrokerSells Insurance

Peter Hill is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Des Moines, IA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

4140 Grand Ave., Des Moines, IA, 50312

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History

Regulatory History (3)
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
August 2025
Settled
Customer Dispute
January 2012
Settled
Customer Dispute
January 2012
Settled
Other Business ActivitiesSells Insurance

Peter is an independent insurance agent and advisory representative of a registered investment advisor. He also owns or is a partner in several business entities, including an OSJ network, a holding company, and accounting/tax services, and is a partner in Financial Integrators. These activities take up a significant amount of Peter's time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
May 2020 - Present · 6 yrs 2 mos
Cambridge Investment Research, INC.Broker
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.
January 2004 - May 2020 · 16 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2004 - May 2020 · 16 yrs 4 mos
Locust Street Securities, INC.
January 2003 - January 2004 · 1 yr
Locust Street Securities, INC.Broker
January 1994 - January 2004 · 10 yrs
State Registrations31 states
AKARAZCACOCTFLGAIAILINKSMAMNMONCNENJNMNVOHOKORPASCSDTNTXVAWAWI
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.
Peter Hill - Financial Advisor | TrueAdvisor