Kenneth Lydecker
Kenneth Lydecker is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Schaumburg, IL, with 53 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
1700 E Golf Road Suite #250, Schaumburg, IL, 60173
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Regulatory History (1)
Financial
October 2021Other Business ActivitiesSells Insurance
Kenneth is an independent insurance agent for various companies through Preferred Planning Concepts LLC, spending about a quarter of his time on this and a minimal amount of time on trading. He is also the owner/CEO of Lydecker Financial Services, Ltd., a Sub-S corporation, and an advisory representative of a RIA through CIRA, dedicating about a full-time equivalent to these activities combined.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
State Registrations30 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.