Randy Quentin Allen Sefrit

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

• 12/2020 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2016 → 09/2017
  State Savings Bank
  Bedford, IA
• 09/2017 → 05/2019
  Southwestern Community College
  Creston, IA
• 05/2019 → 12/2020
  Farmers Mutual Telephone Company
  Stanton, IA
• 11/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 04/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 2. FINANCIAL INTEGRATORS, 4140 Grand Ave, Des Moines IA 50265, United States, 04/07/2024, IAR, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING 3. RANDY SEFRIT, 4140 Grand Ave, Des Moines IA 50312, 08/2026, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 10 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-16

Designations

• Certified Financial Planner

Other Names

• Quentin Sefrit
• Randy Sefrit