Cheryl Ann Mcgown

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

• 10/2012 → 11/2017
  J.P. Morgan Securities Llc
  Livonia, MI
• 11/2013 → Present
  C Mc Go Trucking Llc
  Livonia, MI
• 07/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2012-10-01 → 2017-11-17
  J.P. Morgan Securities Llc
  Livonia, MI
  Livonia, MI
• 2006-10-31 → 2012-10-01
  Chase Investment Services Corp.
  Livonia, MI
  Chicago, IL
  Livonia, MI

Other Businesses

1. C MC GO TRUCKING LLC, LIVONIA, MI, 11/2013 AS OWNER OF TRUCKING COMPANY. NIR - 3/WK - 0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. INDEPENDENT INSURANCE AGENT, 32003 PLYMOUTH RD, LIVONIA, MI, 11/2018. VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-1/WK-1/TRADING. 4. RETIREMENT & WEALTH STRATEGIES (RWS FINANCIAL GROUP), 28555 Orchard Lake Rd. Suite 100, Farmington Hills MI 48334, 11/20/2018, IAR, Using a Trade Name/dba, INV REL, 45 HR/MO - 45 HR/MO TRADING. 5. BNI, 28555 Orchard Lake Rd Suite 100, Farmington Hills MI 48334, 07/2018, Committee Member, Networking, NIR, 10 HR/MO - 0 HR/MO TRADING. 6. CHERYL MCGOWN LLC, Livonia MI 48152, 11/2022, Owner, 1099 Contractor, NIR, 2 HR/MO - 0 HR/MO TRADING. 7. SANO, 28555 Orchard Lake Rd. Ste. 100, Farmington Hills MI 48334, 07/2026, Investment Advisor Representative, DBA Name, INV REL, 170 HR/MO, 140 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-30
• S63 Uniform Securities Agent State Law Examination
  1999-03-03

Other Names

• Cheryl Ann Krause