Luke Aduddell
Luke Aduddell is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in West Des Moines, IA, with 1 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
936 8th St., West Des Moines, IA, 50265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luke owns several businesses, including JACL Orlando LLC (rental property), Compounding Capital - Koalaty Time Daycare (real estate), Aduddell Consulting LLC (securities business entity), and HD Sports Grimes LLC (LLC to own potential future businesses). Luke also works full-time as an advisory representative of an RIA called CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations3 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.