Cambridge Investment Research Advisors
39yrs
Top advisor by experience in Keller
17yrs
Aaron Soderstrom
Full name on record: Aaron C Soderstrom
Financial advisor at Cambridge Investment Research Advisors
Aaron Soderstrom is a fiduciary financial advisor in Keller, Texas, with 17 years in the industry. After two years at Wells Fargo Advisors and less than a year at Chase Investment Services, Aaron joined Cambridge Investment Research Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 77 advisors with offices in Keller, and one of 72 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors in Texas
Office1670 Keller Parkway Suite 263, Keller, TX 76248
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2011 – 2013Wells Fargo Clearing Services, LLCPreviously
- Sep 2010 – Dec 2010Chase Investment Services Corp.Previously
- Nov 2009 – Sep 2010Wells Fargo Investments, LLCPreviously
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Aaron Soderstrom. Aaron works from the Keller, TX office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2009, about 17 years. More experience than 58% of advisors in Texas.
What licenses does Aaron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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