AA
AA

Andrew Ahrens

31 Years of Experience
Littleton, CO
BrokerSells Insurance

Andrew Ahrens is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Littleton, CO, with 31 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

13984 W Bowles Ave Ste 102, Littleton, CO, 80127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an independent insurance agent since 2011 and owner of Ahrens and Associates, where he sells life and health insurance, dedicating about half of his time to these activities. He is also an advisory representative of a registered investment advisor (RIA) called CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2008 - Present · 17 yrs 5 mos
Cambridge Investment Research, INC.Broker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
Rmin Securities, INC.Broker
October 2008 - November 2008 · 1 mo
Gwfs Equities, INC.Broker
December 1998 - September 2008 · 9 yrs 9 mos
ICMA - Rc Services, INC.Broker
July 1996 - November 1998 · 2 yrs 4 mos
The Great-West Life Assurance CompanyBroker
September 1994 - July 1996 · 1 yr 10 mos
State Registrations7 states
CACOFLIAILINWY
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.
Andrew Ahrens - Financial Advisor | TrueAdvisor