Ashley Rogers

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

• 05/2020 → 08/2022
  Pfs Investments Inc.
  Altoona, IA
• 07/2019 → 08/2022
  Primerica Financial Services
  Altoona, IA
• 12/2018 → 03/2019
  United States Postal Service
  Urbandale, IA
• 01/2013 → Present
  Crossfit 327
  Pleasant Hill, IA
• 01/2016 → 03/2018
  Des Moines Public School District
  Des Moines, IA
• 08/2015 → 08/2017
  Southeast Polk Csd
  Pleasant Hill, IA
• 08/2015 → 08/2017
  Simpson College
  Indianola, IA
• 06/2008 → Present
  The Respite Connection
  Urbandale, IA
• 08/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) REFINED WEALTH SOLUTIONS LLC, 2710 1st Ave S Unit 102, Altoona IA 50009, 10/2024, Owner, Owner/Partner of a Business Entity, NIR, 160 HR/MO, 160 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/2023 3) ROGERS AUTOMATED ENTRANCES, Altoona IA 50009, 04/2025, AGENT, NIR, 0 HR/MO - 0 HR/MO TRADING. 4) IOWA STORM, 2710 1st Ave S Unit 102, Altoona, IA 50009, United States, START DATE 09/2025, Founder, Sport/Fitness/Gaming, NIR, 10 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-03
• S63 Uniform Securities Agent State Law Examination
  2020-06-03

Other Names

• Ashley Renee Rogers