Meghan P Dykstra

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

• 12/2014 → 04/2024
  Securities America, Inc.
  Traverse City, MI
• 12/2014 → 04/2024
  Securities America Advisors
  Traverse City, MI
• 04/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-12-08 → 2024-04-22
  Securities America Advisors, Inc.
  Traverse City, MI
  Traverse City, MI
• 2010-03-31 → 2014-12-11
  Osaic Services, Inc.
  Traverse City, MI
  Traverse City, MI

Other Businesses

1) TANDEM WEALTH MANAGEMENT, 900 E FRONT ST STE 200, TRAVERSE CITY MI, 04/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO - 10 HR/MO TRADING 2) VASA SKI CLUB/RAPTORS, TRAVERSE CITY MI 49686, 05/2024, PRESIDENT, VOLUNTEER, NIR, 5 HR/MO - 5 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 04/22/2024 4) TANDEM WEALTH MANAGEMENT, 900 E. Front St STE 200, TRAVERSE CITY, MI 49686, United States, 10/27/2014, IAR, DBA, INV REL, 160/MO - 160/Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-22
• S63 Uniform Securities Agent State Law Examination
  2005-07-19

Designations

• Certified Financial Planner

Other Names

• Meghan Shea Phillips