Irl Oaks
Irl Oaks is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lenexa, KS, with 20 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
11900 W. 87th St. Pkwy, Suite 215, Lenexa, KS, 66215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Irl is a volleyball coach and associate director for Adidas Team Dynasty Volleyball, an advisory representative for CIRA, and an investment advisor representative for Tallgrass Advisors, LLC. He also owns Andy Oaks Volleyball Camps and is a head volleyball coach at Basehor-Linwood High School.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tallgrass Advisors, LLC
State Registrations16 states
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