Robert Krieger
Robert Krieger is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Oceanside,, CA, with 31 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
102 Edgewood Dr., Oceanside,, CA, 92054
Get directionsHistory
Regulatory History (2)
Regulatory
September 2019Regulatory
September 2018Other Business Activities
Robert is a board member of Catapult HQ Inc, a 1099 contractor for Enos Consulting Group Inc (taking up nearly full-time), president of BNE Strategies Inc, an advisory rep of a RIA for CIRA (taking about half his time), and owner of Enos Management Group LLC (real estate). None of these activities appear to involve selling insurance.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Franklin/templeton Distributors, INC.Broker
State Registrations19 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.