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
43 years
Location
Mio, MI 48647-9646
Cambridge Investment Research Advisors
Institution
Daniel Blamer is a CFP® with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. He has been president of Blamer Financial Services, Inc. since 1998 and has involvement in managing hunting clubs and serving as a tax and accounting officer for the Howe Foundation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies 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
Mio, MI
620 S Morenci Ave
Mio MI 48647-9646
Advisors at this office
1
Michigan · Texas
43 years of industry experience
Cambridge Investment Research Advisors
2009 - Present • 17 years
Fairfield, IA
Cambridge Investment Research, Inc.
2009 - Present • 17 years
Fairfield, IA
BDPAPP, Inc.
2005 - Present • 21 years
Alpena, MI
Blamer Financial Services, Inc.
1998 - Present • 28 years
Mio, MI
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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