Cheryl J Stultz

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

• 09/2004 → 10/2016
  Edward Jones
  St. Louis, MO
• 10/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2007-01-19 → 2016-10-10
  Edward Jones
  Marion, IN

Other Businesses

1. INDEPENDENT INSURANCE AGENT, 3440 E 200 N, ANDERSON, IN, 12/2004 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL 2/MO - 2/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 38/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. CHERYL STULTZ, CFP, AAMS, CERTIFIED FINANCIAL PLANNER PRACTITIONER, 3440 E 200 N, Anderson IN 46012, United States, 10/01/2025, DELETE CFP, AND AAMS DESIGNATIONS, AND DROP INSURANCE LICENSE, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-01-12
• S63 Uniform Securities Agent State Law Examination
  2004-11-12

Other Names

• Cheryl Gipp
• Cheryl Jean Robertson