KI
KI

Kevin Ihrke

9 Years of Experience
Fairfield, IA
BrokerSells Insurance

Kevin Ihrke is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 9 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.

Loading...

Location

508 N 2nd St., Ste. 203, Fairfield, IA, 52556

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kevin is an advisory representative of a RIA (CIRA) and an IAR under Investment Insights, LLC, dedicating full-time hours to the latter. He also works as a paraplanner, is a board member for Financial Professional Board of Atlas Point and Fairfield Public Library Foundation, is secretary for Alano Society of Ottumwa, and an independent insurance agent for various companies.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2019 - Present · 7 yrs 2 mos
Cambridge Investment Research, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Principal Securities, INC.Broker
October 2016 - July 2017 · 9 mos
State Registrations6 states
CAFLHIIAMEWI
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.