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Stacy Huffhines

12 Years of Experience
Overland Park, KS
Broker

Stacy Huffhines is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Overland Park, KS, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

4600 College Blvd., Ste 106, Overland Park, KS, 66211

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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

Stacy works as a cashier at Sprouts Farmer Market, dedicating a few hours per week. She is also an advisory representative of a Registered Investment Advisor (RIA) and a Registered Assistant at Financial Professionals, Inc, spending nearly full-time hours on these investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2016 - Present · 10 yrs 3 mos
Cambridge Investment Research Advisors, INC.
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
March 2014 - May 2015 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
March 2014 - May 2015 · 1 yr 2 mos
Securian Financial Services, INC.Broker
November 2013 - January 2014 · 2 mos
Securian Financial Services, INC.
November 2013 - January 2014 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - November 2013 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - November 2013 · 11 mos
State Registrations1 state
KS
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.