Wade Anthony Balliet

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

• 12/2025 → Present
  Jw Investment Partners
  Thornton, CO
• 01/2001 → 11/2025
  Bmo/Bank Of The West
  12000 Washington St, CO
• 12/2025 → 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

Other Businesses

1) RIVERDALE HIGH SCHOOL, 13380 Yosemite St, Thornton CO 80602, 02/2026, Coach, Sport/Fitness/Gaming, NIR, 40 HR/MO, 0 HR/MO TRADING 2) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 3) JW INVESTMENT PARTNERS, 1809 N 169th Plaza, Unit A, Omaha NE 68118, 02/2026, Founder, DBA Name, NIR, 40 HR/MO, 175 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2026-01-05