Nathan Lindemeyer
Nathan Lindemeyer is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pewee Valley, KY, 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
7600 W. Hwy 146, English Manor I Suite 400, Pewee Valley, KY, 40056
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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
Nathan is an independent insurance agent for various companies, dedicating a few hours per week to this activity. He also works as an advisory representative of a registered investment advisor and holds positions at Baldwin CPA's, One Ludington Place, Lally CPA, Barrel Aged Charities Inc, and Longroad Wealth Managers.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Cambridge Investment Reserarch, INC.
Allmerica Investments, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
State Registrations2 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.