Travis Morehead
Travis Morehead is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clinton, IA, with 6 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
880 13th Ave N, Clinton, IA, 52732-5116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is a supervisor at Candlelight Inn Restaurants since 2013 and an advisory representative of a RIA since 2019, dedicating about a quarter of his time to the latter. He also serves in leadership roles at Zion Lutheran Church and as a board member for the Clinton Housing Authority, and is a notary and insurance agent for Nelsoncorp Wealth Management, spending a few hours per week on each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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