Gail Lynn Van Nest

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

• 05/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2004-10-07 → 2013-05-17
  Mml Investors Services, Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2002-08-14 → 2002-10-15
  Osaic Fa, Inc.
  Houston , TX

Other Businesses

1) BRIDGEPOINT FINANCIAL, 2808 Bison Drive, Edmond OK 73034, United States, 01/01/2013, President, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 160 HR/MO TRADING 2) GAIL F. VAN NEST, 2808 Bison Drive, Edmond OK 73034, United States, 01/01/1980, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 3) VAN NEST FINANCIAL SERVICES INC, 2808 Bison Drive, Edmond OK 73034, United States, 10/19/2016, President, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 0 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 5/2013, AS ADVISORY REP OF A RIA, INV REL, 40 HR/WK 30/TRADING 5) BRIDGEPOINT SUCCESSION AND CONSULTING, 6243 BAYOU BRIDGE DRIVE HOUSTON TX, 07/07/2023, PRESIDENT, DBA, NIR, 15 HR/MO 10 HR/MO TRADING 6) BRIDGEPOINT GAP CONSULTING, 2808 Bison Drive, Edmond OK 73034, United States, 07/07/2023, President, Networking, NIR, 15 HR/MO - 10 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-13
• S63 Uniform Securities Agent State Law Examination
  2002-02-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Gail Lynn Fedor
• Gail Lynn Vannest