Brian Schilling
Brian Schilling is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 28 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
1776 Pleasant Plain Rd, Fairfield, IA, 52556
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Brian is an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of his time on investment-related activities and trading. Brian also owns real estate, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Edward Jones
Edward JonesBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations1 state
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.