Kimberly Spisak
Kimberly Spisak is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Westlake, OH, with 26 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
1991 Crocker Road Suite 400, Westlake, OH, 44145
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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
Kimberly is an advisory representative of a registered investment advisor (RIA), dedicating about 10-20% of her time to this role. She also serves as treasurer for Toastmasters International, requiring minimal time, and works as an independent insurance agent. Kimberly uses Aspire Investment Management as a DBA for marketing purposes, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
J.W. Cole Financial, INC.Broker
Cornerstone Asset Management Services, INC.
Questar Capital CorporationBroker
Burns Financial Centre, INC.Broker
L.M. Kohn & CompanyBroker
Valmark Securities, INC.Broker
State Registrations1 state
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.
Exams
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