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Cary Strohmeyer

Momentum Independent Network INC.
21 Years of Experience
Stephenville, TX
Broker
View SEC Summary
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Cary Strohmeyer is a registered investment advisor at Momentum Independent Network INC., based in Stephenville, TX, with 21 years of industry experience. Cary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
129 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Stephenville, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cary is the Vice-President of the Stephenville Optimist Club, a non-investment related activity. This commitment requires minimal time.

Employment History
Current Registrations
Momentum Independent Network INC.Broker
May 2022 - Present · 4 yrs 5 mos
Momentum Independent Network INC.
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2008 - May 2022 · 13 yrs 10 mos
Cetera Financial Specialists LLCBroker
July 2008 - May 2022 · 13 yrs 10 mos
Investment Centers of America, INC.
October 2005 - July 2008 · 2 yrs 9 mos
Investment Centers of America, INC.Broker
September 2005 - July 2008 · 2 yrs 10 mos
Thrivent Investment Management INC.
February 2005 - September 2005 · 7 mos
Thrivent Investment Management INC.Broker
January 2005 - September 2005 · 8 mos
State Registrations5 states
ARAZNMTXWI
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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