Danette Gay Lowe

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

• 02/2012 → 05/2025
  Commonwealth Financial Network
  Waltham, MA
• 02/2012 → Present
  Trunorth Wealth Management
  Minden, NV
• 05/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2012-02-10 → 2025-06-05
  Commonwealth Financial Network
  Minden, NV
  San Diego, CA
  Gresham, OR
  Carson City, NV
  Gardnerville Ranchos, NV
• 2009-06-01 → 2012-02-16
  Morgan Stanley
  Gardnerville, NV
  Reno, NV
  Reno, NV
• 2005-12-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Reno, NV
  Gardnerville, NV
• 2002-09-05 → 2005-12-05
  Morgan Stanley Dw Inc.
  Reno, NV

Other Businesses

1. TRUNORTH WEALTH MANAGEMENT, LLC, 1662 US Highway 395 N Suite 203, Minden NV 89423, United States, 02/10/2012, Founder, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 0 HR/MO TRADING 2. SHINE FIRST TODAY PODCAST, 1662 US Highway 395 N Suite 202, Minden NV 89423, United States, 10/25/2023, NIR, 10 HR/MO - 0 HR/MO TRADING, 3. SHINE FIRST, LLC, 1662 US Highway 395 N, Suite 202, Minden NV 89423, United States, 10/25/2023, Owner, Retail Sales/Distribution, NIR, 20 HR/MO - 0 HR/MO TRADING 4. THE READY TO RETIRE! PODCAST, 1662 US Highway 395 N Suite 203, Minden NV 89423, United States, 08/01/2023, Owner, Podcast, NIR, 15 HR/MO - 0 HR/MO TRADING 5. THE EARLY START RETIREMENT PLAN - BOOK/AUTHOR, 1662 US Highway 395 N Suite 203, Minden NV 89423, United States, 09/01/2024, Owner, Author, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  1999-08-16

Designations

• Certified Financial Planner

Other Names

• Danette Gay Wiseman