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Christopher Andrew Birkenbeul

Cambridge Investment Research Advisors, Inc.

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About Christopher Andrew Birkenbeul

Christopher Birkenbeul is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Angola, Indiana. Christopher has been in the financial services industry since 2007. Christopher provides financial advice and services to individuals, families, and businesses. Christopher is registered with the state of Indiana and Ohio. Christopher holds the Series 7, Series 6, Series 63, and Series 66 licenses. Christopher is also a Registered Representative of Cambridge Investment Research, Inc. and a Registered Investment Advisor Representative of Cambridge Investment Research Advisors, Inc.

Firm Information

Christopher Birkenbeul is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Christopher Birkenbeul’s Registration & Firm History

IN

02/27/2023 - Present

Cambridge Investment Research Advisors, Inc. (Angola IN)

IN

10/11/2021 - 02/24/2023

LPL FINANCIAL LLC (FORT WAYNE IN)

IN

03/25/2019 - 09/29/2021

FIRST PALLADIUM, LLC (FORT WAYNE IN)

IN

02/04/2013 - 12/04/2017

MERCAP SECURITIES, LLC (FORT WAYNE IN)

IN

11/10/2011 - 12/31/2012

ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)

IN

06/02/2010 - 01/25/2011

PRIMEVEST FINANCIAL SERVICES, INC. (FORT WAYNE IN)

IN

10/23/2007 - 06/02/2008

NRP FINANCIAL, INC. (FORT WAYNE IN)

IN

02/05/2007 - 10/25/2007

METLIFE SECURITIES INC. (INDIANAPOLIS IN)

IN

02/05/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

07/29/2005 - 11/17/2006

FIFTH THIRD SECURITIES, INC. (FORT WAYNE IN)

MO

09/10/2003 - 03/14/2005

EDWARD JONES (ST. LOUIS MO)

OH

05/30/2003 - 10/15/2003

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

07/10/2002 - 06/03/2003

FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 10/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2003

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Andrew Birkenbeul.
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