Jason Brotsky
Jason Brotsky is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Great Bend, KS, with 24 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
1618 Main St., Great Bend, KS, 67530
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Jason is a managing partner and/or owner in several financial and insurance-related businesses, including Strategic Partners Financial Group, DAS Financial, Broker Source, Dunning Financial, Griffin Advisors, MyAdvisorLegacy, and SPFG Tax. He also works as an advisory representative for CIRA and a workshop presenter for the Association of Financial Educators, dedicating nearly full-time hours to Strategic Partners Financial Group.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations23 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.