Ryan Bertrand Schachtner

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

• 11/2015 → 09/2020
  American United Life
  Charlotte, NC
• 11/2015 → 09/2020
  Oneamerica Securities
  Charlotte, NC
• 09/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-11-25 → 2020-09-15
  Oneamerica Securities, Inc.
  Charlotte, NC
  Charlotte, NC
  Indianapolis, IN
  Indianapolis, IN
• 2015-01-02 → 2015-11-06
  Securian Financial Services, Inc.
  Charlotte, NC
  Midlothian, VA
  Charlotte, NC

Other Businesses

1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING,09/02/20 2) CAROLINE ASSET MANAGEMENT, 925 GARDENIA ST, ORT MILL, SC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,CEO, 01/01/20, NIR,- 15/WK- 8/TRADING 3) 1MARKET STREET, LLC, 925 GARDENIA ST, FORT MILL, SC, BOOK SALES AND SPEAKMING, CEO, 08/01/18, NIR, 8/MO- 4/TRADING

Exams

• S66 Uniform Combined State Law Examination
  2014-12-24
• S63 Uniform Securities Agent State Law Examination
  2004-05-20