Terry Westlund
Terry Westlund is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Overland Park, KS, with 44 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
11225 College Blvd, Ste 300, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (2)
Regulatory
April 2009Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Terry is an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity. Terry is also a partner and life insurance premium payor for Financial Designs Partners and an advisory representative of a RIA, CIRA, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLC
Legacy Financial Group, INC.
MML Investors Services, LLCBroker
Pml Securities CompanyBroker
State Registrations2 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.