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Kerry Lynn Schepers

Advisor at Cambridge Investment Research Advisors — Maquoketa, IA

Updated today

Credentials

ChFC®, Series 63

Experience

26 years

Location

Maquoketa, IA 52060

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Kerry Schepers is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. Prior to joining Cambridge in 2018, Schepers worked at Broker Dealer Financial Services Corp. Outside of advising, Schepers serves as a committee member for the Maquoketa High School Alumni Association and volunteers with local organizations including the Friends of Maquoketa Caves State Park and the Maquoketa Art Experience Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client needs.

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

Maquoketa, IA

107 E Quarry St.

Maquoketa IA 52060

Advisors at this office

2

Most active in

Iowa · Texas

Work history

26 years of industry experience

Cambridge Investment Research Advisors

2018 - Present • 8 years

Fairfield, IA

Cambridge Investment research, Inc.

2018 - Present • 8 years

Fairfield, IA

Broker Dealer Financial Services Corp

2015 - 2018 • 3 years

West Des Moines, IA

Disclosures

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

Business activities & affiliations

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Denise C

Series 66

Maquoketa, IA

Empower Advisory Group

Denise Clark is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Financial and Data Dimensions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Jeremy V

Series 66

Maquoketa, IA

Edward Jones

Jeremy Venenga is a financial advisor with Edward Jones in Maquoketa, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as an assistant high school volleyball coach at Anamosa Community School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Retired Founder/Business Owner Executive
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Brian A

Series 66

Maquoketa, IA

Ameriprise

Brian Aunan is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Aunan serves on the Board of Directors for the Hospice of Jackson County and operates a tax preparation business under his CPA credentials. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Terri R

Series 66

Maquoketa, IA

Edward Jones

Terri Raymond is a financial advisor at Edward Jones in Maquoketa, IA, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary portfolio strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Steven K

Series 65, Series 63

Maquoketa, IA

OSAIC

Steven Kinrade is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has previously worked at Ameritas Investment Corp and Central Financial Services, and he manages Kinrade Family Angus, a family farm involved in row crops and Angus cattle breeding. Kinrade is also a licensed independent insurance agent selling fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated portfolio management across a variety of investment products.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Amber K

Series 66

Maquoketa, IA

Cambridge Investment Research Advisors

Amber Knickrehm is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and is also involved with Ohnward Wealth & Retirement-Maquoketa State Bank as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

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