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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-03-02
  • MO RA
    APPROVED
    Since 2026-03-02

Branch Locations

St Louis, MO • United States

3636 S Geyer Rd. Ste. 100, St Louis, MO 63127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Co Chesterfield MO 05/2018 06/2021
Mml Investors Services, Llc Chesterfield MO 08/2018 06/2021
Cabela's Inc. Hazelwood MO 10/2016 05/2018
Unemployed St. Louis MO 03/2016 10/2016
Osaic Wealth, Inc. Chesterfield MO 06/2021 12/2024
Commonwealth Financial Network Waltham MA 01/2025 03/2026
Triad Financial Group, Llc Chesterfield MO 01/2025 03/2026
Cardinal Wealth Planning, Llc Chesterfield MO 01/2026 03/2026
Cambridge Investment Research, Inc. Fairfield IA 03/2026 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2026 Present
  • 05/2018 → 06/2021
    Mass Mutual Life Insurance Co
    Chesterfield, MO
  • 08/2018 → 06/2021
    Chesterfield, MO
  • 10/2016 → 05/2018
    Cabela's Inc.
    Hazelwood, MO
  • 03/2016 → 10/2016
    Unemployed
    St. Louis, MO
  • 06/2021 → 12/2024
    Chesterfield, MO
  • 01/2025 → 03/2026
    Waltham, MA
  • 01/2025 → 03/2026
    Triad Financial Group, Llc
    Chesterfield, MO
  • 01/2026 → 03/2026
    Cardinal Wealth Planning, Llc
    Chesterfield, MO
  • 03/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2026 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1. ROBERT MUNROE, 2022 Dougherty Ferry Rd, Saint Louis MO 63122, United States, 01/2026, Agent, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 03/02/2026, INVESTMENT ADVISOR REPRESENTATIVE, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. PREMIER WEALTH MANAGEMENT, 3636 S Geyer, Ste 100, Saint Louis MO 63127, United States, 03/02/2026, INVESTMENT ADVISOR REPRESENTATIVE, DBA Name, INV REL, 160 HR/MO - 130 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-28
  • S66 Uniform Combined State Law Examination
    2019-03-28
Other Names
  • Robert Munroe
  • Robert Gilchrist Munroe

View on SEC IAPD

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