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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
IA RA APPROVED 2026-07-01
  • IA RA
    APPROVED
    Since 2026-07-01

Branch Locations

4140 Grand Ave., Des Moines, IA 50312 • 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
Des Moines Christian School Urbandale IA 08/2014 05/2022
Legacy Golf Club Norwalk IA 07/2021 08/2022
Harvester Golf Club Rhoades IA 04/2023 04/2024
Iowa State University Ames IA 08/2022 Present
Volunteer Income Tax Assistance Ames IA 01/2025 04/2025
John Deere Johnston IA 04/2024 05/2025
Compass Financial Services West Des Moines IA 05/2025 08/2025
Financial Integrators Des Moines IA 01/2026 Present
Cambridge Investment Research, Inc. Fairfield IA 01/2026 Present
Cambridge Investment Research, Inc. Fairfield IA 02/2026 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2026 Present
  • 08/2014 → 05/2022
    Des Moines Christian School
    Urbandale, IA
  • 07/2021 → 08/2022
    Legacy Golf Club
    Norwalk, IA
  • 04/2023 → 04/2024
    Harvester Golf Club
    Rhoades, IA
  • 08/2022 → Present
    Iowa State University
    Ames, IA
  • 01/2025 → 04/2025
    Volunteer Income Tax Assistance
    Ames, IA
  • 04/2024 → 05/2025
    John Deere
    Johnston, IA
  • 05/2025 → 08/2025
    Compass Financial Services
    West Des Moines, IA
  • 01/2026 → Present
    Financial Integrators
    Des Moines, IA
  • 01/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2026 → Present
    Fairfield, IA
Other Businesses

1) FINANCIAL INTEGRATORS, 4140 Grand Ave, Des Moines IA 50312, 03/2026, W2 Employee, DBA Name, NIR, 160 HR/MO, 125 HR/MO TRADING 2) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 07/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-30
  • S66 Uniform Combined State Law Examination
    2026-05-30
Other Names
  • Brody Everitt
  • Brody L Everitt

View on SEC IAPD

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