Douglas Sattler
Douglas Sattler is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Queen Creek, AZ, with 23 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
18521 E Queen Creek Rd, Ste 105-431, Queen Creek, AZ, 85142
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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
Douglas is an advisory representative of a registered investment advisor (RIA) since 2016, spending nearly full-time on investment-related activities. Douglas is also the owner/financial professional of D&V Financial Services LLC and an independent insurance agent, dedicating nearly full-time to this as well.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Pfg Advisors
LPL Financial LLC
LPL Financial LLCBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
New England SecuritiesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mony Securities CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 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.