Wyatt Gleason
Wyatt Gleason is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Grand Island, NE, 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
3008 West Stolley Park Rd., Ste. 1, Grand Island, NE, 68801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wyatt is a manager at Gleason Farms Inc. since 2017, dedicating about 10-20% of his time, and a W2 employee at Strategically Aligned Wealth Partners LLC since May 2024, spending about half his time there. Wyatt is also an insurance agent with Schuster Anderson Wealth Advisors, spending a few hours per week, and an advisory rep of a RIA with CIRA, dedicating nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations4 states
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