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Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-07-18 |
| KS | RA | APPROVED | 2022-07-18 |
Branch Locations
Overland Park, KS • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 11/2011 | 08/2021 |
| Cambridge Investment Research Inc. | Fairfield | IA | 07/2022 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 07/2022 | Present |
| Cambridge Investment Research Advisor | Fairfield | IA | 07/2022 | Present |
| Unemployed | Overland Park | KS | 08/2021 | 12/2021 |
| Creative Planning | Overland Park | KS | 12/2021 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-08 |
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