Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-11-22
TX RA APPROVED 2011-11-22
  • PA RA
    APPROVED
    Since 2011-11-22
  • TX RA
    APPROVED
    Since 2011-11-22

Branch Locations

1406 11Th Ave, Altoona, PA 16601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-27
S63 Uniform Securities Agent State Law Examination 2002-03-04
  • S65 Uniform Investment Adviser Law Examination
    2004-11-27
  • S63 Uniform Securities Agent State Law Examination
    2002-03-04

View on SEC IAPD

More in Altoona, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor