Mark William Steinhart

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

• 06/2002 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2002 → Present
  Compass Financial Strategies
  Mechanicsburg, PA
• 03/2005 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2002, AS ADVISORY REP OF A RIA. INV REL, 160 HR/MO 160 HR/MO TRADING 2) INDEPENDENT INSURANCE AGENT, 5004 LENKER ST STE 101 MECHANICSBURG PA, 01/1998, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 4 HR/MO 4 HR/MO TRADING 3) PREMIER WEALTH MANAGEMENT, 1011 MUMMA ROAD SUITE 100 WORMLEYSBURG PA, 06/2024, VICE PRESIDENT, TRADE NAME/DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) PREMIER NETWORK OF FINANCIAL ADVISORS, 1011 MUMMA ROAD SUITE 100 WORMLEYSBURG PA, 09/2024, IAR, DBA, INV REL, 25 HR/MO 25 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-29
• S63 Uniform Securities Agent State Law Examination
  1997-05-09