Katherine Snyder

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

• 07/2021 → 01/2026
  Cambridge Investment Research
  Fairfield, IA
• 04/2022 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 07/2019 → 07/2021
  Wilmington Christian Academy
  Wilmington, NC
• 07/2016 → 07/2019
  Grace Baptist Church
  Wilmington, NC
• 01/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. ROGERS AND HOLZWARTH ASSOCIATES, INC, 301 Pierpoint Dr, Wilmington NC 28405, United States, 07/07/2022, W2 Employee, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 01/06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. PIERPOINT WEALTH MANAGEMENT LLC, 2716 Wooler Ct, Wilmington, NC 28411, 01/2026, Owner, DBA / Trade Name Used for Business Activities, NIR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-12

Designations

• Certified Financial Planner

Other Names

• Katherine Elizabeth Hayden
• Kate Hayden Snyder