Margaret Haslach
Margaret Haslach is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tukwila, WA, 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
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
14900 Interurban Ave. S, #271-140, Tukwila, WA, 98168
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Margaret is a member of the financial sub committee for GenPride, an advisory representative of an RIA, and a board member for GenPride. She also owns a public speaking business, is an executive for Females & Finance, is an independent insurance agent, and is treasurer for GenPride.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations11 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.