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Nathan Kreinbrink

13 Years of Experience
Clinton, IA
1 DisclosureMay Earn CommissionSells Insurance

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 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

1160 Bobetta Ct, Clinton, IA, 52732

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History

Regulatory History (1)
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Customer Dispute
June 2016
Denied
Other 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.
February 2013 - Present · 13 yrs 8 mos
State Registrations2 states
IATX
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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