Kent Wise
Kent Wise is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Metairie, LA, with 21 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
Metairie, LA
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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
Kent is an advisory representative of a RIA, DBA owner of Wise Financial Services LLC, and owner of Duronslet Financial Group. He also works as an accountant and provides legal services through Estate Guru, dedicating minimal time to these activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Capital Brokerage CorporationBroker
Capital Brokerage CorporationBroker
Terra Securities CorporationBroker
Capital Brokerage CorporationBroker
State Registrations26 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.