Constance Erickson
Constance Erickson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bloomington, MN, 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
9001 E Bloomington, Ste. 119, Bloomington, MN, 55420
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2012Other Business Activities
Constance owns Constance Financial Consulting, offering tax services, and is an advisory representative of a registered investment advisor (RIA) called CIRA. These activities each take about half of Constance's time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Harbour Investments, INC.Broker
Washington Square Securities, INC.Broker
State Registrations3 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.