Brooke Pilant

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

• 04/2015 → 10/2024
  Ameriprise Financial Services, Llc
  Cordova, TN
• 10/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-03-29 → 2024-10-15
  Ameriprise Financial Services, Llc
  Cordova, TN
  Cordova, TN
  Bartlett, TN

Other Businesses

1. FOUR BOYS BOND GP, 8793 Jack Bond Rd, Arlington TN 38002, United States, 09/15/2022, Owner, General Partnership, NIR, 0 HR/MO - 0 HR/MO TRADING 2. DYNASTY WEALTH SOLUTIONS LLC, 3106 Kirby Whitten Rd, Bartlett TN 38134, United States, 10/16/2024, Board Member, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 10/14/2024 4. GENERAL INSURANCE, 3106 Kirby Whitten Rd, Bartlett TN 38134-2820, United States, 11/11/2024, Investment Advisor Representative, Insurance/Benefits/Human Resources, NIR, 5 HR/MO 5 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-01-27

Other Names

• Brooke Flowers