Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Wier is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Douglas has been in the industry since 1985 and is registered with the state of Iowa and Texas. Douglas has a long history of working with individual investors, charitable organizations, pension plans and state or municipal government entities. Douglas is also the president of Bettendorf Financial Group and has a variety of other business activities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
10/01/2015 - Present
Cambridge Investment Research Advisors, Inc. (Bettendorf IA)
IA
07/13/1998 - 10/14/2015
LPL FINANCIAL LLC (BETTENDORF IA)
MA
03/01/1996 - 07/23/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/11/1988 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
04/10/1985 - 03/16/1988
AMERITAS INVESTMENT CORP.
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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