John Wood
John Wood is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Chicago, IL, 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
307 N Michigan Ave., Ste. 820, Chicago, IL, 60601
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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
John is a sole proprietor running a law practice since 1997, dedicating about a quarter of his time. He is also an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time on this. Additionally, John is an independent insurance agent since 2010, dedicating minimal time, and owns Grant Park Legal Advisors LLC and Grant Park Advisors LLC, spending minimal time on each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Rothschild Investment Corporation
Rothschild Investment CorporationBroker
Rothschild Investment CorporationBroker
State Registrations29 states
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