Christopher Birkenbeul, financial advisor Angola IN

Christopher Birkenbeul

CRD Number: 4539897
Current Firm: Cambridge Investment Research Advisors, Inc.

Christopher Birkenbeul (CRD# 4539897) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Angola, IN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Feb 2023 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2023 - Current 1
Fort Financial Fcu Fort Wayne, IN Oct 2021 - Feb 2023 1
Lpl Financial, LLC Fort Wayne, IN Oct 2021 - Feb 2023 1
Midwest America Fcu Fort Wayne, IN Oct 2021 - Feb 2023 1
Midwest Community Credit Union Defiance, OH Oct 2021 - Feb 2023 1
First Palladium, LLC Fort Wayne, IN Mar 2019 - Sep 2021 2
Ash Brokerage Corporation Fort Wayne, IN Feb 2011 - Sep 2021 10
Mercap Securities, LLC Berwyn, PA Feb 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Oct 2022
Contact Info for Christopher A. Birkenbeul
Phone Number: 641-472-5100
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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