Douglas Wier, financial advisor Bettendorf IA
96 score

Douglas Wier

CRD Number: 1345870
Current Firm: Cambridge Investment Research Advisors, Inc.

Douglas Wier (CRD# 1345870) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bettendorf, IA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2015 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2015 - Current 1
Plan2thrive Financial Services Davenport, IA Mar 2013 - Oct 2015 2
Lpl Financial LLC Bettendorf, IA Jul 1998 - Oct 2015 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
Contact Info for Douglas W. Wier
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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