August Paul Bugge

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

• 10/2014 → Present
  Cambridge Investment Research Inc
  Fairfield, IA
• 10/2014 → Present
  Cambridge Investment Research Advisors Inc
  Fairfield, IA

Previous Registrations

• 2008-02-20 → 2014-10-13
  Capital Choice Investment Advisers, Inc.
  Greensboro, GA

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) AGAPE FINANCIAL SERVICES, 100 MILINDA LN, OVIEDO, FL, 6/2007 AS PRESIDENT. INV REL - 30/WK - 25/TRADING. 3) INNOVATIVE MONEY SOFTWARE, 3001 GLACIER PASS LANE, CEDER PARK, TX, 07/17/20, CONSULTANT, 15/WK- 5/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 09/11/2002

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-16
• S63 Uniform Securities Agent State Law Examination
  2002-11-07

Other Names

• Augie Bugge