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Michael Jacob Reiman

Cambridge Investment Research Advisors, Inc.

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About Michael Jacob Reiman

Michael Jacob Reiman is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been a registered representative since November 1997, working in the financial services industry for over 24 years. Michael is a licensed financial advisor in 24 states, including Texas, California, and Florida. Michael has experience in financial planning, pension consulting, and portfolio management for both individuals and businesses. Michael also offers educational seminars and market timing services.

Firm Information

Michael Reiman 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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Michael Reiman’s Registration & Firm History

TX

04/11/2013 - Present

Cambridge Investment Research Advisors, Inc. (Dallas TX)

TX

09/29/2004 - 04/11/2013

PARK AVENUE SECURITIES LLC (DALLAS TX)

TX

12/18/2003 - 07/30/2004

NFP SECURITIES, INC. (AUSTIN TX)

MA

08/29/2002 - 12/19/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

MN

11/21/1997 - 08/21/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/21/1997 - 08/21/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jacob Reiman.
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