Nathan Kreinbrink
Nathan Kreinbrink is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clinton, IA, with 13 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
1160 Bobetta Ct, Clinton, IA, 52732
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Nathan teaches Junior Achievement, coaches baseball, is an advisory rep of a RIA, is an independent insurance agent, is a middle school baseball coach, and is a board member of an HOA. Being an advisory rep takes nearly full-time, coaching youth baseball takes about 10-20% of his time, being an independent insurance agent takes a few hours per week, coaching middle school baseball takes a few hours per week, and being a board member takes minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
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.