Alexander Engen, financial advisor Mason OH

Alexander Engen

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alexander C. Engen
Phone Number: 641-472-5100
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
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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