Sigrid Ann Daugaard

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

• 09/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-05-13 → 2016-08-31
  Signator Investors, Inc.
  Fort Collins, CO
  Cedar Rapids, IA
  Rochester, MN
• 2008-10-14 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Fort Collins, CO
  Cedar Rapids, IA
  Fort Collins, CO
  Cedar Rapids, IA

Other Businesses

1) MOUNTAIN WEALTH MANAGEMENT, LLC, 515 S. Howes St., Fort Collins CO 80521, 05/01/2010, Investment Advisor Representative, Using a Trade Name/dba, INV REL, 112 HR/MO, 120 HR/MO TRADING. 2) CIRA- 1776 Pleasant Plain Road, Fairfield IA, 52556, Advisory Rep of a Registered Investment Advisor, INV REL, 30/weekly 30/trading, 08/2017 3) SIGRID DAUGAARD,INDEPENDENT INSURANCE AGENT, 515 S HOWES ST FT COLLINS CO, 8/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 1/WK 1/TRADING 4) INVEST GREEN WEALTH MANAGEMENT LLC, 515 S HOWES ST FT COLLINS CO, 12/2020, NIR, MANAGING MEMBER, 1 HR/MO 1 TRADING HR 5) POSITION OF TRUST, 4449 SENECA CT FT COLLINS 80526, 07/2020, SUCCESSOR TRUSTEE, NIR, 0 HR/MONTH 0 HR/MONTH TRADING 6) TRUSTEE FOR SUSAN AND DAVID BAGLEE, 1719 Waterford Ln, Ft Collins CO 80525, United States, START DATE 10/2025, Successor Trustee, Trustee, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2008-10-01

Designations

• Certified Financial Planner

Other Names

• Sigrid Ann Gustafson