Jacob Heeren
Jacob Heeren is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Laramie, WY, with 4 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
105 South 4th St, Laramie, WY, 82070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob works as an advisory representative of a registered investment advisor (RIA) and an investment advisor representative (IAR) doing business as Strategic Partners Financial Group, dedicating full-time hours to each. He is also a chapter member providing consulting/coaching services for the Association of Financial Educators, spending minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations16 states
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