Daniel Ruminski
Daniel Ruminski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Independence, OH, with 12 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
6611 Rockside RD., Ste. 205, Independence, OH, 44131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner of Firm 7 Marketing, where he used to create fundraising events, and DWR Financial/Turney Tax, where he provides tax services, dedicating about a quarter of his time. He is also a board member for St. Patrick's Financial Board and an advisory representative of a RIA called CIRA, spending about half his time on this.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ta-Check Financial LTD.
LPL Financial LLC
LPL Financial LLCBroker
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, 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.