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Advisors / Ohio / Concord
7yrs

Benjamin Simerly

Full name on record: Benjamin A Simerly

Financial advisor at Cambridge Investment Research Advisors

Benjamin Simerly has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Concord , Ohio. After two years at Concourse Financial Group Securities, Benjamin joined Cambridge Investment Research Advisors in 2022, 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.

Concord , OH 44060Fiduciary advisor
Call Cambridge Investment Research AdvisorsDirections

At a glance

Experience7 years (since 2020)
How that compares ?7 years in the industry
Office7990 Sweetgum Trail, Concord , OH 44060
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.

Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. 2020 – 2022
    Concourse Financial Group Securities, Inc.Previously

Contact Benjamin

(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Benjamin. 7990 Sweetgum Trail
Concord , OH 44060Office · Get directions Instagram pageCambridge Investment Research Advisors

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Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Benjamin

How do I contact Benjamin?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Benjamin Simerly. Benjamin works from the Concord , OH office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2020, about 7 years. 7 years in the industry.

What licenses does Benjamin hold?

Series 66. Tap any license on this page to see what it allows.

Is Benjamin a fiduciary?

Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Benjamin 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 Benjamin 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.