Minneapolis, MN 14th Ave NE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$134,619,620,347
ClientsTotal clients
355,872
AdvisorsAdvisors at this office
2
Of 3,909 advisors across 2,197 offices
Location
300 14th Ave NE
Minneapolis MN 55413
Advisors at this office
2
Advisors at this office
Charles N
Series 63, Series 65
Minneapolis, MN
Cambridge Investment Research Advisors
Charles Nesser is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research since 2016. Outside of his advisory role, he is an independent insurance agent and a notary public through his firm, Nesser & Nesser Financial Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services delivered through a network of independent Financial Professionals utilizing various portfolio management and model-based solutions.
Lisa N
CFP®, Series 63
Minneapolis, MN
Cambridge Investment Research Advisors
Lisa Nesser is a CFP® with 39 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She also operates Nesser & Nesser Financial Group and works as an independent insurance agent focusing on fixed annuity and life insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies through multiple platforms, combining proprietary models and third-party managers tailored to client objectives.
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