Taylor Christine White

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

• 05/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2013 → Present
  Vision Financial Group
  Des Moines, IA
• 08/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) VISION FINANCIAL GROUP, 4140 GRAND AVENUE DES MOINES IA, 06/2024, DIRECTOR, DBA, INV REL, 40 HR/MO 30 HR/MO TRADING 2) JJP2 LLC DBA VISION HOLDINGS LLC, 4140 GRAND AVENUE DES MOINES IA, 06/2024, OWNER, Owner/Partner of a Business Entity, INV REL, 50 HR/MO 40 HR/MO TRADING 3) TCW2 LLC, 4867 RED OAK LANE MINNETRISTRA MN, 06/2024, OWNER, HOLDING COMPANY, NIR, 10 HR/MO 0 HR/MO TRADING 4) FINANCIAL INTEGRATORS, 4140 Grand Avenue, Des Moines IA 50312, 01/2025, PARTNER, DBA NAME, INV REL, 180 HR/MO - 140 HR/MO TRADING. 5) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 01/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 6) TAYLOR C. WHITE, 4867 Red Oak Lane, Minnetristra, MN 55364, 07/2026, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-07

Other Names

• Taylor Christine Gowey