Scott Steiner
Scott Steiner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Grand Junction, CO, with 26 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
627 24 1/2 Rd., Unit H, Grand Junction, CO, 81505
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Regulatory History (1)
Criminal
October 1984Other Business ActivitiesSells Insurance
Scott owns Scott Steiner, Inc., dealing with insurance, benefits, and human resources, and SAMANDED, LLC, a real estate company. He also works as an advisory representative of a RIA called CIRA and owns Western Colorado Wealth Management Consultants, dedicating nearly full-time and about a quarter of his time, respectively, to these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations21 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.