Herson Castaneda, financial advisor Grand Island NE

Herson Castaneda

CRD Number: 7128284
Current Firm: Cambridge Investment Research Advisors, Inc.

Herson Castaneda (CRD# 7128284) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grand Island, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2021 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2021 - Current 1
Schuster Anderson Wealth Advisors Grand Island, NE Nov 2020 - Current 2
Principal Securities Inc. Grand Island, NE Nov 2020 - Nov 2021 1
Principal Life Insurance Company Grand Island, NE Nov 2020 - Nov 2021 1
Schuster Anderson Grand Island, NE Oct 2020 - Nov 2020 < 1
Wells Fargo Clearing Services, LLC Grand Island, NE May 2019 - Oct 2020 1
Law Offices Of Marisa-andrea Moore Grand Island, NE May 2014 - May 2019 5
Absolute Advantage Interpreting Grand Island, NE Jan 2017 - Apr 2019 2
Sosi LLC Reston, VA Apr 2018 - Aug 2018 < 1
Grand Island Veterans Home Grand Island, NE Jun 2013 - May 2014 < 1
Walmart Grand Island, NE Jan 2013 - Jun 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Herson E. Castaneda
Phone Number: 641-472-5100
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    82,247
    MILLIONS
  • Total Number of Accounts
    382,713
    ACCOUNTS
  • Average Account Value
    $214,906
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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