Cheryl Norman
Cheryl Norman is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Richfield, OH, with 31 years of industry experience. Cheryl 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
4020 Kinross Lakes Parkway Suite 110, Richfield, OH, 44286
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cheryl is an independent insurance agent for various independent insurance companies. She also works as an advisory representative of a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this role, including trading activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Financial Management Strategies, INC.
Savage and Associates, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
State Registrations18 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.
Exams
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