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Wendy Nicole Withee

Cambridge Investment Research Advisors, Inc.

Lansing, MI

Fairfield, IA

CRD 4769302

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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-11
MI RA APPROVED 2025-03-11
  • IA RA
    APPROVED
    Since 2025-03-11
  • MI RA
    APPROVED
    Since 2025-03-11

Branch Locations

Lansing, MI • United States

1776 Pleasant Plain Road, Fairfield, IA 52556 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson National Life Distributors Llc Denver CO 04/2007 12/2018
Jackson National Life Distributors Llc Franklin TN 02/2019 12/2021
Cambridge Investment Research Inc. Fairfield IA 01/2022 Present
Cambridge Investment Research Inc. Fairfield IA 01/2022 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2025 Present
  • 04/2007 → 12/2018
    Jackson National Life Distributors Llc
    Denver, CO
  • 02/2019 → 12/2021
    Jackson National Life Distributors Llc
    Franklin, TN
  • 01/2022 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 01/2022 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 03/2025 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
  • S66 Uniform Combined State Law Examination
    2025-03-03
Other Names
  • Wendy Nicole Lewis

View on SEC IAPD

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