Invested Better
Unclaimed

Unclaimed

Unclaimed

Glen Joseph Darmos

Cambridge Investment Research Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Glen? Claim Your Profile

About Glen Joseph Darmos

Glen Joseph Darmos is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Glen has over 25 years of experience in the financial services industry, and has held various roles at several firms including Berthel, Fisher & Company Financial Services, Inc., Fifth Third Securities, Inc., and ABN AMRO Financial Services, Inc. Glen also holds a Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is currently working as an Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. in Ann Arbor, Michigan. Glen specializes in providing financial planning and investment advice to individuals and businesses. He is committed to providing personalized advice and helping his clients reach their financial goals.

Firm Information

Glen Darmos 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

other

Solicitation fees from 3rd party money managers

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Glen Darmos’s Registration & Firm History

MI

11/07/2022 - Present

Cambridge Investment Research Advisors, Inc. (Ann Arbor MI)

MI

12/18/2019 - 11/07/2022

WOODBURY FINANCIAL SERVICES, INC. (ANN ARBOR MI)

MI

02/03/2004 - 12/18/2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ANN ARBOR MI)

OH

04/15/2003 - 02/06/2004

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

IL

10/08/2001 - 04/03/2003

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

MI

07/26/2000 - 10/08/2001

INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)

OH

08/16/1999 - 07/26/2000

SKY INVESTMENTS, INC. (BRYAN OH)

MI

01/07/1999 - 07/23/1999

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

NY

11/14/1997 - 09/18/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

GA

02/15/1995 - 12/31/1996

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Glen Joseph Darmos is right for you?

Licenses & Designations

IA

Issued 12/11/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Glen Joseph Darmos. Review regulatory record here.
Not sure if Glen Joseph Darmos is right for you?