Susan Tondera Brown

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

• 09/2012 → 05/2022
  Brown And Freeman Llc
  Bedford, TX
• 05/2022 → Present
  Cambridge Investment Reserach Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-08-04 → 2022-10-03
  Brown And Freeman Llc
  Bedford, TX

Other Businesses

1) Cambridge Investment Research Advisors, 1776 Pleasant Plain Road, Fairfield, IA, 52556, 05/2022, IAR, RIA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2) Rotary International of Southlake, Southlake TX 76092, 06/01/2015, Volunteer, NIR, 15 HR/MO - 8 HR/MO TRADING

Other Names

• Susan Marie Tondera