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Credentials
Series 66, Series 63
Experience Industry experience
29 years
Location
Park Falls, WI 54552
Cambridge Investment Research Advisors
Institution
Carl Vandenburg is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and bringing 29 years of industry experience. His career includes long-term roles at American Portfolios and The Mirimar Group, as well as ownership of a financial services firm and volunteer service as treasurer for a booster club. Cambridge Investment Research Advisors serves a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with both discretionary and non-discretionary approaches across multiple platform arrangements.
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
Park Falls, WI
1224 4th Ave S.
Park Falls WI 54552
Advisors at this office
1
Michigan · Wisconsin
29 years of industry experience
Cambridge Investment Research Advisors
2025 - Present • 1 year
Fairfield, IA
Cambridge Investment Research, Inc.
2024 - Present • 2 years
Fairfield, IA
American Portfolios
2007 - 2024 • 17 years
Park Falls, WI
Vanbridge
2005 - Present • 21 years
Des Moines, IA
The Mirimar Group
2001 - 2024 • 23 years
Palatine, IL
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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