Allison Nimeth, financial advisor Fairfield IA
81 score

Allison Nimeth

CRD Number: 3040748
Current Firm: Cambridge Investment Research Advisors, Inc.

Allison Nimeth (CRD# 3040748) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2011 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Jul 2010 - Feb 2011 < 1
King Soopers Federal Heights, CO May 2010 - Jul 2010 < 1
Unemployed Denver, CO Nov 2009 - Apr 2010 < 1
The Householder Group Scottsdale, AZ May 2009 - Oct 2009 < 1
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Apr 2009 < 1
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Allison K. Nimeth
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IA
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
81

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