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ChFC
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ChFC

Terry Westlund

Cambridge Investment Research Advisors, INC.
44 Years of Experience
Overland Park, KS
2 DisclosuresMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

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 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11225 College Blvd, Ste 300, Overland Park, KS, 66210

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2009
Final
Customer Dispute
December 2007
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
May 2004 - January 2013 · 8 yrs 8 mos
Legacy Financial Group, INC.
April 2004 - February 2006 · 1 yr 10 mos
MML Investors Services, LLCBroker
June 1986 - January 2013 · 26 yrs 7 mos
Pml Securities CompanyBroker
January 1981 - May 1986 · 5 yrs 4 mos
State Registrations3 states
FLKSTX
Advisor

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.
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