Nicholas Dreyer (CRD# 7378613) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milford, MI and has over 3 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2021 - Current | 2 |
| Cc&n | Brookfield, WI | May 2019 - May 2021 | 2 |
| University Of Minnesota-twin Cities | Minneapolis, MN | Aug 2018 - May 2019 | < 1 |
| Owners Edge | Brookfield, WI | Jun 2018 - Aug 2018 | < 1 |
| University Of Minnesota-twin Cities | Minneapolis, MN | Aug 2017 - May 2018 | < 1 |
| Us Cellular | Milwaukee, WI | May 2017 - Aug 2017 | < 1 |
| University Of Minnesota-twin Cities | Minneapolis, MN | Aug 2016 - May 2017 | < 1 |
| Renewal By Anderson | Waukesha, WI | May 2016 - Aug 2016 | < 1 |
| University Of Minnesota-twin Cities | Minneapolis, MN | Aug 2015 - May 2016 | < 1 |
| New Berlin Eisenhower High School | New Berlin, WI | May 2015 - Aug 2015 | < 1 |
| Quaker Steak And Lube | New Berlin, WI | Nov 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- MI
- WI
-
Total Assets Under Management87,369MILLIONS
-
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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