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Brandon Sieben

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Muscatine, IA 52761

Credentials

Series 66

Industry experience

5 years

About

Brandon Sieben is a financial advisor with Cambridge Investment Research Advisors in Muscatine, IA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he spent 25 years at HNI Corporation/Allsteel Inc. He serves as Chairman of the Board for Compass - Finances God's Way and is an advisory council member at Asbury University. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various platforms and third-party sub-advisers.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

2213 Second Avenue

Muscatine, IA 52761

Most active in

Iowa · Texas

Work history

Cambridge Investment Research Advisors

2020 - Present (6 years)

Cambridge Investment Research, Inc.

2020 - Present (6 years)

Cambridge Investment Research, Inc.

2020 - Present (6 years)

Compass - finances God's way

2019 - Present (7 years)

HNI Corporation/Allsteel Inc

1994 - 2019 (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mason H

Series 66

Muscatine, IA

Newedge Advisors

Mason Huck is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NewEdge Advisors and has previously worked at LPL Financial and Securities America. Outside of his advisory role, he is a business owner of Tee & Wills LLC in Sidney, Nebraska. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Retirement plans for business owners (SEP, solo 401k)
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Rick B

Series 63, Series 65

Muscatine, IA

Principal Financial Services

Rick Bower is a financial advisor with Principal Financial Services in Muscatine, IA, holding Series 63 and Series 65 licenses and 18 years of experience. He has worked at Principal Securities Inc. since 2016 and has affiliations with Retirement Resource Group and Principal Life Insurance Company dating back to 2008. Outside of his advisory role, Bower serves as president of the Lions Club Muscatine, where he leads community fundraising and support initiatives related to medical and social services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Jakob B

Series 63, Series 66

Muscatine, IA

Principal Financial Services

Jakob Bower is a financial advisor with Principal Financial Services based in Muscatine, IA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at Retirement Resource Group and Principal Securities. He serves on the board of directors for the Muscatine Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Gregory H

Series 63, Series 65

Muscatine, IA

Newedge Advisors

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial and Securities America Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Brooke C

Series 66

Muscatine, IA

Principal Financial Services

Brooke Cole is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. She has previously worked with the Retirement Resource Group and held roles outside finance at The University of Iowa and local schools. Brooke serves as a camp chair volunteer, coordinating communications to support girls attending camp. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a range of advisory programs, financial planning, and access to third-party asset management solutions, with investment implementation typically managed on a discretionary basis by third-party money managers.

Retired Founder/Business Owner
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Brett S

Series 66

Muscatine, IA

LPL Enterprise

Brett Samuels is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is a business owner of a mowing and general labor service and continues to serve in police activities in Muscatine, IA. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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