Desmond Henry, financial advisor Topeka KS
103 score

Desmond Henry

CRD Number: 5479226
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Fee Only

Desmond Henry is a fee-only CERTIFIED FINANCIAL PLANNER™ and Founder of Afflora Financial Life Planning in his hometown of Topeka, Kansas. Desmond specializes in providing financial planning and investment management for independent women: single, divorced(ing), widowed, retirees, and those approaching retirement. You can learn more at www.AffloraFLP.com.

 

Desmond has been featured in U.S. News & World Report, Yahoo! News, TK Business Magazine, and recognized as one of Topeka's 'Top 20 Under 40 Business Leaders'. 

 

 

Disclosures:

Investment Advisory Services offered by Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Afflora Financial Life Planning, LLC are not affiliated. CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2016 - Current < 1
U.s. Bancorp Investments, Inc. Topeka, KS Jan 2008 - Jun 2016 8
U.s. Bank Topeka, KS May 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Desmond Henry
Phone Number:
Firm Website: http://www.cir2.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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