Becky Sue Weyer

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

• 03/2016 → 08/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2017 → 09/2017
  Harbour Investments, Inc
  Madison, WI
• 08/2017 → 09/2017
  Wealth Distribution Strategies Llc
  Verona, WI
• 09/2017 → 12/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2022 → 08/2024
  Harbour Investments, Inc
  Madison, WI
• 01/2022 → 08/2024
  Wds
  Verona, WI
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2022-01-10 → 2024-08-21
  Harbour Investments, Inc.
  Fitchburg, WI
• 2018-02-08 → 2021-12-31
  Cambridge Investment Research Advisors, Inc.
  Verona, WI
  Cedar Rapids, IA

Other Businesses

1) BECKY WEYER, VERONA WI, 11/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 0 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2024, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 3) BAUER ACRES LLC, SPENCER WI, 04/2014, OWNER, REAL ESTATE, NIR, 0 HR/MO 0 HR/MO TRADING 4) Weyer Virtual Office Solutions, LLC, Verona WI 53593, United States, 08/2024, Owner, Volunteer, Investment Related, 160 HR/MO, 120 HR/MO Trading 5) SUGAR RIVER UMC, Verona WI 53593, United States, 08/2025, VOLUNTEER, NIR, 1 HR/MO - 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-29
• S63 Uniform Securities Agent State Law Examination
  2007-11-20

Other Names

• Becky Sue Bauer
• Becky Bauer