Brian Stearns, financial advisor Big Rapids MI

Brian Stearns

CRD Number: 6989078
Current Firm: Cambridge Investment Research Advisors, Inc.

Brian Stearns (CRD# 6989078) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Big Rapids, MI and has over 5 years of experience in the finance industry.

Similar Advisors
Lisa Bondarenko, financial advisor Big Rapids MI
Lisa E. Bondarenko
CRD# 5938001
Edward Jones
Similar Advisors
Robert Boyce, financial advisor Big Rapids MI
Robert A. Boyce
CRD# 6439155
Robert A Boyce LLC
Similar Advisors
Kelly Brockette, financial advisor Big Rapids MI
Kelly A. Brockette
CRD# 3129554
Cambridge Investment Research Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2018 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Jul 2018 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Jul 2018 - Sep 2018 < 1
Central Michigan University Mt. Pleasant, MI Aug 2014 - May 2018 3
Tri-star Trust Bank Midland, MI Jan 2018 - Apr 2018 < 1
Tri-star Trust Bank Saginaw, MI May 2017 - Aug 2017 < 1
Conzelmann Insurance Agency And Financial Servcies Frankenmuth, MI Jun 2015 - May 2017 1
Tiffany's Food And Spirits Frankenmuth, MI May 2016 - Aug 2016 < 1
Unemployed Frankenmuth, MI Oct 2010 - Apr 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Brian Stearns
Phone Number: 641-472-5100
Registered State(s):
  • MI
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.