Matthew L Boehnke

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

• 03/2010 → Present
  Gremler Financial Group
  Des Moines, IA
• 04/2010 → Present
  Billion Dollar Mentor
  Des Moines, IA
• 09/2014 → 05/2020
  Voya Financial Advisors
  W Des Moines, IA
• 05/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2020 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2010-05-06 → 2020-05-11
  Voya Financial Advisors, Inc.
  Windsor, CT
  Cedar Rapids, IA
  W Des Moines, IA
  Red Oak, IA
  Des Moines, IA
  Overland Park, KS
  Des Moines, IA
  Des Moines, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING, 05/2020 2) VISION FINANCIAL GROUP, 4140 GRAND AVE DES MOINES IA, SECURITIES DBA, 05/2020, INV REL, DIRECTOR OF FINANCIAL PLANNING, 40/WK 32.5 TRADING 3) MATTHEW BOEHNKE, INSURANCE AGENT, 4140 GRAND AVE DES MOINES IA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 05/2020, INV REL, 1 HR/MO, 1 Trading 4) BOEHNKE FINANCIAL LLC, WEST DES MOINES IA 50266, 04/2023, OWNER, PASS-THROUGH ENTITY, NIR, 1 HR/MO 0 HR/MO TRADING 5) JJP2, LLC DBA VISION HOLDINGS LLC, Des Moines IA, 01/2023, Owner, Owner/Partner of a Business Entity, INV REL, 2 HR/MO, 2 Trading 6) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, PARTNER, DBA NAME, INV REL, 180 HR/MO - 140 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-03
• S63 Uniform Securities Agent State Law Examination
  2002-03-18

Designations

• Certified Financial Planner