Adam Ohlmeyer
Adam Ohlmeyer is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Baton Rouge, LA, with 5 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
9026 Jefferson Hwy., Ste. 103, Baton Rouge, LA, 70809
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Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Adam is an independent insurance agent for various companies, dedicating a few hours per week to this activity. He is also an investment advisor representative and involved with Benchmark Wealth Advisory LLC, CIRA, and Benchmark Owner Advisory, LLC, spending a significant amount of time on these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
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.