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
Series 63, Series 65
Experience Industry experience
29 years
Location
Osceola, IA 50213
Cambridge Investment Research Advisors
Institution
David Bemis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and has been associated with Broker Dealer Financial Services Corp. since 2001. Bemis serves as Treasurer and Board Member of the Osceola Chamber Main Street. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and 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
Osceola, IA Jeffreys Drive
1000 Jeffreys Drive
Osceola IA 50213
Advisors at this office
1
Iowa · Texas
29 years of industry experience
Cambridge Investment Research Advisors
2018 - Present • 8 years
Fairfield, IA
Cambridge investment Research, Inc.
2018 - Present • 8 years
Osceola, IA
Broker Dealer Financial Services Corp.
2001 - Present • 25 years
Osceola, 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.
Series 63, Series 66
Osceola, IA
Cambridge Investment Research Advisors
Ronald Schlichte is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of his advisory role, he serves as a board member for Kids First of Iowa and the Clark County Hospital Foundation, and he works as a substitute teacher in Clark Community Schools. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using various portfolio management platforms and strategies.
CFP®, Series 66
Osceola, IA
Edward Jones
James Rutherford is a CFP® and holds a Series 66 license with Edward Jones, where he has 13 years of industry experience. He has been with Edward Jones since 2013 and serves as the treasurer for the Home Grown Christian Learning Center in Osceola, IA, participating in financial reviews and governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, notable for its extensive network of financial advisors and branches across the United States.
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