Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kason? Claim Your ProfileKason Franklin Wedel is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Kason has been in the industry since July 20, 2023 and is currently registered in Idaho. Kason has passed the Series 66, Series 7TO, and the SIE exams. Kason is located in Boise, Idaho and works out of the Cambridge Investment Research Advisors, Inc. office located at 13863 W Meadowdale Dr., Ste. 100, Boise, Idaho. Kason is affiliated with Cambridge Investment Research Advisors, Inc. and has been with the firm since May 2024. Kason also has other business affiliations which include Stonehill Church, Let is Shine Christmas Lights LLC, and CIRA. Kason's specializations include Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Kason is actively registered with the Financial Industry Regulatory Authority (FINRA) and the state of Idaho. Kason's profile can be found on the SEC's website at https://adviserinfo.sec.gov/individual/summary/7662990.
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
ID
05/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Boise ID)
BOTH
Issued 02/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kason Wedel is the right advisor for you? Invested Better is here to help.
