LPL Enterprise
44yrs
Top advisor by experience in Muscatine
2yrs
Rian Yates
Financial advisor at Cambridge Investment Research Advisors
Rian Yates is a fiduciary financial advisor in Muscatine, Iowa, with 2 years in the industry. Rian joined Cambridge Investment Research Advisors in 2025, 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 24 advisors with offices in Muscatine, and one of 23 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2213 2nd Ave, Muscatine, IA 52761
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
- Jan 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
Questions to ask Rian
Tailored to Rian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Rian
How do I contact Rian?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Rian Yates. Rian works from the Muscatine, IA office.
How long has Rian been a financial advisor?
Rian has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Rian hold?
Series 66. Tap any license on this page to see what it allows.
Is Rian a fiduciary?
Rian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rian 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 Rian 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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