Scott Jeffrey Strum

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

• 09/2004 → 08/2025
  Lincoln Investment Planning, Inc.
  Bethlehem, PA
• 08/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-04-05 → 2025-08-07
  Lincoln Investment
  Bethlehem, PA
  Bethlehem, PA
• 2014-04-29 → 2025-08-07
  Capital Analysts
  Bethleham, PA

Other Businesses

1) STRUM WEALTH MANAGEMENT, 56 Augusta Ln, Fleetwood PA 19522-8995, 06/2025, Founder, DBA Name, INV REL, 130 HR/MO, 60 HR/MO TRADING. 2) ROCK HOLLOW WOODS, 615 Rock Hollow Rd,, Birdsboro PA 19508, 06/2025, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 10 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 08/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 4) READING SYMPHONY ORCHESTRA, 100 N. 5th Street, Reading PA 19601, United States, 10/2025, Board Member, Arts/Performing Arts, NIR, 5 HR/MO, 0 HR/MO TRADING 5) STRUM WEALTH MANAGEMENT, 56 AUGUSTA LN, FLEETWOOD PA 19522, 08/2026, FOUNDER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 5 HR/MO - 1 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Scott Strum