Dalton Zackry Scaggs

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

• 09/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2015 → Present
  S.W.A.N. Insurance
  Saint Charles, MO
• 06/2016 → Present
  Gulf Breeze Holdings Llc
  Saint Charles, MO
• 01/2013 → 12/2018
  Scaggs Lawncare
  Saint Charles, MO
• 06/2026 → Present
  Cambridge Investment Research Advisory, Inc.
  Fairfield, IA

Other Businesses

1. DALTON HOLDINGS LLC AND DSCO INVESTMENTS LLC, 5230 State Route N, Cottleville, MO 63304, Cottleville MO 63304, United States, 01/01/2020, Owner, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 2. GULF BREEZE HOLDINGS LLC & SWAN INSURANCE LLC, 5230 State Route N, Cottleville MO 63304, United States, 01/01/2015, Owner, Insurance/Benefits/Human Resources, NIR, 150 HR/MO - 40 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2026-06-10

Other Names

• Dalton Scaggs