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Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Hathaway, MT
Cambridge Investment Research Advisors
Institution
Bryon Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He was previously with FSC Securities Corporation from 2003 to 2019 before joining Cambridge. Outside of his advisory role, Bennett is involved in agricultural business as the managing member and owner of Bennett Livestock, LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals of varying net worth, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, offering multiple investment solutions 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
Hathaway, MT
Hathaway MT
Advisors at this office
1
Montana
24 years of industry experience
Cambridge Investment Research, Inc.
2019 - Present • 7 years
Fairfield, IA
Cambridge Investment Research Advisors, Inc
2019 - Present • 7 years
Fairfield, IA
FSC Securities Corporation, Inc.
2003 - 2019 • 16 years
Bozeman, MT
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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