Robert Petersen
Robert Petersen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bloomington, MN, 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
3601 Minnesota Dr., Ste. 860, Bloomington, MN, 55435
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Regulatory History
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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Robert is an advisory representative of a registered investment advisor (RIA) since February 2022, dedicating about half of his time to this role and about a quarter of his time to trading. Robert also owns a real estate business entity since January 2023, requiring minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Woodbury Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
MML Investors Services, INC.Broker
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.