DH
CFP
DH
CFP

Desmond Henry

16 Years of Experience
Topeka, KS
May Earn Commission

Desmond Henry is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Topeka, KS, with 16 years of industry experience. 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
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
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Location

5990 SW 28th St, Suite G, Topeka, KS, 66614

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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

Desmond is an advisory representative of a Registered Investment Advisor (RIA) and spends about 10-20% of his time on investment-related activities and trading. He also owns Afflora Financial Life Planning, spending minimal time on it.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
U.S. Bancorp Investments, INC.
December 2009 - June 2016 · 6 yrs 6 mos
State Registrations2 states
KSTX
Advisor

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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