Adam Ohlmeyer

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

• 06/2021 → 05/2024
  Concourse Financial Group Securities Inc
  Baton Rouge, LA
• 10/2020 → 05/2021
  Proequities Inc
  Baton Rouge, LA
• 10/2020 → 06/2021
  Benchmark Wealth Advisory Llc
  Baton Rouge, LA
• 10/2020 → 10/2022
  Prestridge Financial Management
  Baton Rouge, LA
• 09/2020 → 11/2020
  Squire Creek Country Club
  Choudrant, LA
• 08/2020 → 09/2020
  Marv's Helping Hand, Llc.
  Ruston, LA
• 12/2019 → 07/2020
  Bone And Joint Clinic
  Baton Rouge, LA
• 08/2016 → 12/2019
  Louisiana State University
  Baton Rouge, LA
• 06/2019 → 11/2019
  Professional Emergency Physician Associates
  Baton Rouge, LA
• 06/2018 → 07/2018
  Louisiana State University
  Baton Rouge, LA
• 08/2018 → 12/2019
  Louisiana State University
  Baton Rouge, LA
• 05/2018 → 10/2018
  Overpass Merchant
  Baton Rouge, LA
• 08/2016 → 04/2018
  Unemployed
  Baton Rouge, LA
• 06/2021 → Present
  (Dba) Benchmark Wealth Advisory Llc
  Baton Rouge, LA
• 05/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-05-24 → 2024-05-30
  Concourse Financial Group Securities, Inc.
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1) ADAM OHLMEYER, 9026 JEFFERSON HWY, STE 103, BATON ROUGE LA 70809, 06/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO - 10 HR/MO TRADING. 2) BENCHMARK WEALTH ADVISORY LLC, 9026 JEFFERSON HIGHWAY, SUITE 103, BATON ROUGE LA 70809, 06/2021, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 120 HR/MO - 120 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 05/01/2024 4) BENCHMARK OWNER ADVISORY, LLC, 9026 Jefferson Hwy, Suite 103, Baton Rouge LA 70809, United States, 02/24/2025, Owner, Consulting/Coaching, NIR, 15 HR/MO, 15 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2021-05-24

Designations

• Certified Financial Planner