Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
17 years
Location
Toledo, IA 52342
Cambridge Investment Research Advisors
Institution
Brian Sokol is a CFP® professional with 17 years of experience in the financial industry. He is affiliated with Cambridge Investment Research Advisors and has served in various roles including management at State Bank Toledo and entrepreneurial activities such as owning a cattle and crop farm. Outside of finance, he is active in community and local government, serving as mayor of Toledo, IA, president of a childcare organization, and holding board positions in local community and economic development groups. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio strategies and platform arrangements tailored to client objectives.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Toledo, IA
1003 S County Road
Toledo IA 52342
Advisors at this office
1
Iowa · Texas
17 years of industry experience
Cambridge Investment Research, Inc.
2018 - Present • 8 years
Toledo, IA
State Bank Toledo
2008 - Present • 18 years
Iowa, IA
Manatts Inc
2006 - Present • 20 years
Tama, IA
S&S Carwash
2004 - Present • 22 years
Toledo, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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