Matthew Guba
Matthew Guba is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 17 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
Fairfield, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an advisory representative of a registered investment advisor (RIA) called CIRA. This investment-related activity takes about half of his time, split between advisory work and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Signator Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Distributors LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
P.J. Robb Variable CorporationBroker
State Registrations2 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.