Alexander EngenCRD Number: 6502859
Current Firm: Cambridge Investment Research Advisors, Inc.
Alexander Engen (CRD# 6502859) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mason, OH and has over 5 years of experience in the finance industry.
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2019 - Current||2|
|Lake Hills Wealth Management, LLC||Austin, TX||Feb 2017 - Oct 2019||2|
|Ameriprise Financial Services, Inc.||Austin, TX||Jan 2016 - Feb 2017||1|
|University Of Cincinnati||Cincinnati, OH||Sep 2015 - Dec 2015||< 1|
|Ameriprise Financial||Austin, TX||May 2015 - Aug 2015||< 1|
|Journeyman||Montgomery, OH||Jan 2015 - Apr 2015||< 1|
|University Of Cincinnati||Cincinnati, OH||Jun 2014 - Dec 2014||< 1|
|Kao Usa, Inc.||Cincinnati, OH||Jan 2014 - May 2014||< 1|
|University Of Cincinnati||Cincinnati, OH||Sep 2013 - Dec 2013||< 1|
|Enerfab||Cincinnati, OH||Jun 2013 - Aug 2013||< 1|
|Univeristy Of Cincinnati||Cincinnati, OH||Jun 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.