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Credentials
Series 66
Experience Industry experience
3 years
Location
Wilsall, MT
Cambridge Investment Research Advisors
Institution
Seth Swandal is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. He has held roles at various Cambridge entities since 2022. Outside of his advisory work, he owns Bar 93 Fence Contractors LLC, coaches a local sports team, and volunteers with the Wilsall Community Scholarship Fund and Communities That Care in Park County. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and custody 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
Wilsall, MT
Wilsall MT
Advisors at this office
1
Montana
3 years of industry experience
Cambridge Investment Research Advisors, Inc.
2024 - Present • 2 years
Fairfield, IA
Cambridge Investment Research, Inc.
2023 - Present • 3 years
Fairfield, IA
Cambridge Investment Research, Inc.
2022 - Present • 4 years
Fairfield, IA
Self-Employed- owner of Bar 93 Fence Contractors LLC
2021 - Present • 5 years
Wilsall, MT
Shields Valley Public School
2019 - Present • 7 years
Wilsall, MT
Livingston Public School
2018 - 2019 • 1 year
Livingston, MT
Richard and Kristina Swandal- Lazy Y H Ranch
2017 - 2020 • 3 years
Wilsall, MT
Pella Windows and Doors
2017 - 2017 • 1 year
Billings, MT
Rocky Mountain College
2012 - 2017 • 5 years
Billings, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
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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