CS
CS

Cary Duane Strohmeyer

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only
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Location

Stephenville, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cary is the Vice-President of the Stephenville Optimist Club, a non-investment related activity. This commitment requires minimal time.

Employment History
Current Registrations
Momentum Independent Network INC.Broker
May 2022 - Present · 3 yrs 9 mos
Momentum Independent Network INC.
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2008 - May 2022 · 13 yrs 10 mos
Cetera Financial Specialists LLCBroker
July 2008 - May 2022 · 13 yrs 10 mos
Investment Centers of America, INC.
October 2005 - July 2008 · 2 yrs 9 mos
Investment Centers of America, INC.Broker
September 2005 - July 2008 · 2 yrs 10 mos
Thrivent Investment Management INC.
February 2005 - September 2005 · 7 mos
Thrivent Investment Management INC.Broker
January 2005 - September 2005 · 8 mos
State Registrations5 states
ARAZNMTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.