Marvin Souchek
Marvin Souchek is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lincoln, NE, 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
770 North Cotner Blvd, Ste 300, Lincoln, NE, 68505
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Regulatory History (1)
Regulatory
February 1984Other Business ActivitiesSells Insurance
Marvin is an advisory representative of a registered investment advisor (RIA) and spends full-time hours as Founder of Benefit Planning Specialist, Inc., an insurance/benefits/human resources company. He spends about a quarter of his time trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations9 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.