Randy Sefrit (CRD# 7323493) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Des Moines, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2024 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2020 - Apr 2024 | 3 |
| Farmers Mutual Telephone Company | Stanton, IA | May 2019 - Dec 2020 | 1 |
| Southwestern Community College | Creston, IA | Sep 2017 - May 2019 | 1 |
| State Savings Bank | Bedford, IA | May 2016 - Sep 2017 | 1 |
| Bedford Pool | Bedford, IA | May 2014 - May 2016 | 2 |
| Bedford Community Schools | Bedford, IA | Jan 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- IA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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