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Liz Hildebrand

Advisor at Cambridge Investment Research Advisors — Leitchfield, KY

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Leitchfield, KY 42754

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,203 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Liz Hildebrand is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals, with access to proprietary and third-party strategies tailored to client objectives.

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

Leitchfield, KY

715 Mill St.

Leitchfield KY 42754

Advisors at this office

2

Most active in

Kentucky

Work history

3 years of industry experience

Cambridge Investment Research, Inc.

2024 - Present • 2 years

Fairfield, IA

Cambridge Investment Research Advisors

2023 - Present • 3 years

Fairfield, IA

Witten Financial Services

2022 - Present • 4 years

Leitchfield, KY

Olive Garden

2021 - 2021 • 1 year

Elizabethtown, KY

Nolin Lake Lodge

2020 - 2020 • 1 year

Clarkson, KY

Dairy Queen

2020 - 2020 • 1 year

Leitchfield, KY

Sun Tan City

2019 - 2019 • 1 year

Bowling Green, KY

Western Kentucky University

2019 - 2023 • 4 years

Bowling Green, KY

Nolin Lake Lodge

2019 - 2019 • 1 year

Clarkson, KY

North Bullitt High School

2015 - 2019 • 4 years

Louisville, KY

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

Brad T

Series 65

Litchfield, KY

Owen LaRue Financial Group

Brad Travis is a Series 65-licensed advisor at Owen LaRue Financial Group with 32 years of industry experience. He has been a partner at Buckles, Travis & Hart PLLC since 1984, where he spends significant time on tax preparation and company payroll. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management and financial planning services. The firm’s approach includes strategic asset allocation with periodic rebalancing and works with third-party managers when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Robert C

Series 63, Series 65

Leitchfield, KY

Robert Baird & Co.

Robert Crawford is a financial advisor with Robert W. Baird & Co. in Leitchfield, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1998. Outside of his advisory role, he serves as chairman of the Leitchfield Utilities Commission and holds board and officer positions with local community organizations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of investment strategies and overlays, and the firm also offers municipal advisory and public finance services alongside its investment capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Aaron W

CFP®, Series 63, Series 65

Leitchfield, KY

Cambridge Investment Research Advisors

Aaron Witten is a CFP® professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. He is based in Leitchfield, KY, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as treasurer for the Leitchfield Lions Club and is a board member of the Eye Bank of Kentucky. He is also involved in local tax and bookkeeping businesses and participates in community and political organizations, including a role with the Republican Party of Kentucky’s 2nd Congressional District Executive Committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment implementation options through multiple custody and platform arrangements and provides access to proprietary and third-party model strategies customized by financial professionals.

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

Series 66

Clarkson, KY

Edward Jones

Dina Johnson is a Series 66-licensed financial advisor with Edward Jones, based in Clarkson, KY, and has three years of industry experience. She has worked at Edward Jones since 2017 and was previously associated with Medium Rare, LLC for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Tonya B

Series 63, Series 65

Clarkson, KY

Edward Jones

Tonya Bratcher is a financial advisor at Edward Jones with 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved with Reel Quality Sales and Service, a business offering lawn, handyman, and woodworking services. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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