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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2014-03-17 |
Branch Locations
421 W Broadway Suite 550, Council Bluffs, IA 51503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 03/2014 | Present |
| Cambridge Investment Research Advisor Inc. | Fairfield | IA | 03/2014 | Present |
1) STICHLER WEALTH MANAGEMENT LLC, 13304 W CENTER RD SUITE 102 OMAHA NE, 09/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 8 HR/MO 8 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 03/2014, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 3) CARLSON WEALTH MANAGEMENT, 421 W Broadway, Suite 550, Council Bluffs IA 51503, 05/2024, Owner, DBA Name, INV REL, 40 HR/MO, 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-07 |
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