Unclaimed
Drew Didrick Cullum is an active investment advisor representative who has been in the industry since February 13, 1987. Drew is currently registered with Cambridge Investment Research Advisors, Inc., and has been with the firm since September 2005. Previously, Drew worked for Securian Financial Services, Inc., OneAmerica Securities, Inc., American United Life Insurance Company, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, and Kemper Financial Services, Inc.. Drew is licensed in Arizona, California, Idaho, Illinois, Indiana, Iowa, Michigan, New York, South Carolina, Tennessee, Texas, and Wisconsin. Drew has also passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Principal Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination. Drew provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
IL
03/06/2009 - Present
Cambridge Investment Research Advisors, Inc. (Vernon Hills IL)
MN
05/10/2002 - 09/23/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
07/14/1994 - 05/01/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
07/21/1994 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
WI
11/03/1988 - 06/29/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/03/1988 - 06/29/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
12/12/1986 - 09/21/1988
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Drew Cullum is the right advisor for you? Invested Better is here to help.