Sandra PetzoldtCRD Number: 4437132
Current Firm: Cambridge Investment Research Advisors, Inc.
Sandra Petzoldt (CRD# 4437132) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Omaha, NE and has over 11 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2015 - Current||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2015 - Current||2|
|Princor Financial Services||Grand Island, NE||Jun 2001 - Apr 2015||13|
|Principal Financial Group||Grand Island, NE||Apr 1992 - Apr 2015||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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