Harold Hellen
Harold Hellen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Dodgeville, WI, 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
120 South Iowa St., Dodgeville, WI, 53533
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2025Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Harold is an independent insurance agent for various companies since 2007, dedicating a few hours per week to this activity. He also owns rental property since 2011 and is an advisory representative of a registered investment advisor, spending a significant amount of time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
American General Securities IncorporatedBroker
Horace Mann Investors INCBroker
State Registrations16 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.