Donald Schreck
Donald Schreck is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wichita, KS, with 45 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
5940 E Central, Wichita, KS, 67208
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2002Customer Dispute
June 1991Other Business ActivitiesSells Insurance
Donald is an independent insurance agent for various independent insurance companies, dedicating nearly full-time hours to this and trading through Schreck Financial Group, LLC. He also owns an office building and is an advisory representative of a RIA, spending about half his time on this and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, INC.Broker
Monarch Securities, 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.