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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-11-22 |
| TX | RA | APPROVED | 2011-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seltzer Financial Strategies | Altoona | PA | 07/2004 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2011 | Present |
1) LAFAYETTE LIFE INSURANCE COMPANY, 400 BROADWAY, CINCINNATI, OH, 1/2005 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 10/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 70/WK - 35/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) AGUDATH ACHIM SISTERHOOD. NON INVESTMENT RELATED. ALTOONA PA 16601. CO-TREASURER. 0 HOURS DURING TRADING HOURS. 1/2 HOUR/MONTH DEVOTED TO ACTIVITY. WRITE CHECKS AND RECONCILE CHECKBOOK. 4) WEBBER SELTZER WEALTH ADVISORS, 3370 Lynnwood Drive, Altoona PA 16602, United States, 08/13/2024, IAR, Using a Trade Name / DBA, INV REL, 200 HR/MO - 120 HR/TRADING. 5) THE GEORGIO FOUNDATION, 118 Mcdonald Drive, Duncansville PA 16635, United States, 02/25/2025, Board Trustee, Volunteer, NIR, 0 HR/MO - 0 HR/MO TRADING 6) SELTZER FINANCIAL STRATEGIES, LLC, 306 E. Ward Avenue, Altoona PA 16602, United States, 07/01/2004, Managing Member, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING 7) DBA WEBBER SELTZER WEALTH ADVISORS, 3370 Lynnwood Drive, Altoona PA 16602, United States, 05/01/2024, Agent, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING 8) AMY SELTZER, 3370 Lynnwood Drive, Altoona PA 16602, United States, 04/16/2026, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING 9) MOUNT ALOYSIUS BOARD, 7373 Admiral Perry Highway, Cresson PA 16630, 06/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-04 |
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