Wendy Jo Dietmeier

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 11/2016
  Fifth Third Securities
  Freeport, IL
• 07/2017 → 12/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2016 → 06/2017
  Unemployed
  Orangeville, IL

Previous Registrations

• 2010-08-04 → 2016-11-07
  Fifth Third Securities, Inc.
  Freeport, IL

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2. RIDGE VIEW ACRES / Orangeville IL 61060 / 05/02/2022 / NIR / AGRICULTURE - FAMILY FARM / 15 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2010-08-03

Other Names

• Wendy Schulz
• Wendy Jo Dietmeier