Joseph Greenfield
Joseph Greenfield is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Des Moines, IA, 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
Des Moines, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is an adjunct mathematics instructor at Iowa Central Community College, dedicating a few hours per week. He also serves as an advisory representative of a RIA, is the Vice President/Treasurer for Lakeview Village Homeowners Association, a board member for Summer Glen/Bellewood HOA, an adjunct instructor for Joseph Greenfield, and an employee for the College for Financial Planning.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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