Advisor at Cambridge Investment Research Advisors
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Firm
Cambridge Investment Research Advisors
Location
Guthrie Center, IA 50115
Credentials
Series 66
Industry experience
5 years
Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cetera Investment Advisors LLC, Fidelity Bank & Trust Co, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
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
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
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
413 State Street
Guthrie Center, IA 50115
Illinois · Iowa · Texas
Cambridge Investment Research Inc.
2022 - Present (4 years)
Cambridge Investment Research Inc.
2022 - Present (4 years)
Cambridge Investment Research Advisors Inc.
2022 - Present (4 years)
Cetera Investment Advisors LLC
2021 - 2022 (1 year)
Cetera Investment Services Llc
2020 - 2022 (2 years)
Fidelity Bank & Trust Co
2019 - 2020 (1 year)
Northwestern Mutual
2019 - 2020 (1 year)
Fidelity Bank & Trust
2018 - 2018 (1 year)
Loras college
2016 - 2020 (4 years)
State Bank and Trust
2016 - 2017 (1 year)
Charles City High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 65
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Aegis Wealth Management, Inc.
Series 63, Series 65
Lakewood, CO
Aegis Wealth Management, Inc.
Series 65
Stuart, IA
Royal Fund Management, LLC
CFP®, Series 66
Guthrie Center, IA
Edward Jones
Series 66
Panora, IA
Edward Jones
Series 66
Adair, IA
Thrivent Investment Management
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