Chad Glover
Chad Glover is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Overland Park, KS, with 22 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
8700 Indian Creek Parkway, Suite 345, Overland Park, KS, 66210
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Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Chad is an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time on this activity. He is also an independent insurance agent for various independent insurance agencies, dedicating about half of his time. Finally, Chad is a 1099 contractor for Bukaty, making referrals, but spends minimal time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations27 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.