Wendi Strom
Wendi Strom is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Denver, CO, with 26 years of industry experience. Wendi 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
9175 E. Kenton Ave., Suite 100, Denver, CO, 80237
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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
Wendi is an independent insurance agent for various companies through My Equation, LLC, dedicating about 10% of her time. She also works as a facilitator for financial education through Life Clarified (minimal time) and as an administrative representative of an RIA through CIRA (about half her time).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations7 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.
Exams
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