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David Craig Collins

Advisor at Cambridge Investment Research Advisors — Terre Haute, IN E. Davis Drive

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

43 years

Location

Terre Haute, IN 47802

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

David Collins is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses, and bringing 43 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2013 and has long-standing roles at Ohio National Life and Collins & Associates. Collins is also president and owner of Collins Financial Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing proprietary and third-party strategies with both discretionary and non-discretionary approaches.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

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

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Terre Haute, IN E. Davis Drive

1326 E. Davis Drive

Terre Haute IN 47802

Advisors at this office

2

Most active in

Indiana

Work history

43 years of industry experience

Cambridge Investment Research Advisors, INC

2013 - Present • 13 years

Fairfield, IA

Cambridge investment Research, Inc

2013 - Present • 13 years

Fairfield, IA

Ohio National Life

1993 - Present • 33 years

Terre Haute, IN

Collins & Associates

1991 - Present • 35 years

Terre Haute, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Donald E

CFA®

Terre Hute, IN

Wabash Capital, Inc.

Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Wealth management Passive / index investing Active portfolio management
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John C

Series 63, Series 65, Series 66

Terre Haute, IN

Spyglass Investment Management

John Cristee is a financial advisor at Spyglass Investment Management with 25 years of industry experience. He has held his current position at Spyglass since 2000. Cristee holds the Series 63, Series 65, and Series 66 designations. Spyglass Investment Management provides personalized financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, with an investment approach focused on asset allocation using no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Jon B

Series 65

Terre Haute, IN

Spyglass Investment Management

Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Brock O

Series 65

Terre Haute, IN

Spyglass Investment Management

Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Gene G

CFP®, Series 63

Terre Haute, IN

Creative Financial Designs, Inc.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Michael H

Series 63, Series 66

Terre Haute, IN

&PARTNERS

Michael Hambrock is a financial advisor at &Partners with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing during his career. Outside of his advisory role, he teaches tennis at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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