Irl Oaks
Irl Oaks is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lenexa, KS, with 21 years of industry experience. Irl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
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.
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 Activities
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
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.
Exams
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