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Selina Witt

Cambridge Investment Research Advisors, INC.
22 Years of Experience
Bend, OR
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Selina Witt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bend, OR, with 22 years of industry experience. Selina 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.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bend, OR

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2011
Denied
Regulatory
August 1991
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Selina works as an advisory representative of an RIA and as an IAR for Cairn Capital Partners, dedicating full-time hours to each role. In both positions, she spends about three-quarters of her time on trading activities; one of the Cairn Capital Partners roles also involves insurance/benefits/human resources.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2024 - Present · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
On Investment Management CO
November 2020 - March 2024 · 3 yrs 4 mos
The O.N. Equity Sales CompanyBroker
November 2020 - March 2024 · 3 yrs 4 mos
MML Investors Services, LLC
December 2016 - November 2020 · 3 yrs 11 mos
MML Investors Services, LLCBroker
September 2004 - November 2020 · 16 yrs 2 mos
State Registrations8 states
AZCOIDMNNCNEORTN
AdvisorBrokerBoth

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
No exam information available for this advisor.
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