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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2016-11-29 |
| NE | RA | APPROVED | 2011-02-11 |
Branch Locations
9394 W. Dodge Rd., Ste 250, Omaha, NE 68114 • United States
Hideout, UT • United States
Omaha, NE • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcotte Wealth Management | Omaha | NE | 02/2008 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2011 | Present |
1) CIRA, 1776 Pleasant Plain Rd., Fairfield IA 52556, United States, 02/11/2011, Investment Advisor Representative, CIRA Affiliation, IR, 20 HR/MO - 20 HR/MO TRADING 2) MARCOTTE INSURANCE, 9394 W DODGE RD, STE 250, OMAHA, NE, 2/2008 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 15 HR/WK - 3/TRADING. 3) INDEPENDENT INSURANCE AGENT, 100 SUMMIT LAKE DRIVE SUITE 400, VALHALLA, NY, 11/2019, VICE PRESIDENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-40/WK-40/TRADING. 4) MARCOTTE WEALTH MANAGEMENT, LLC, 9394 W Dodge Rd Suite 250, Omaha NE 68114, 02/2011, DBA, INV REL, 160 HR/WK - 160/TRADING 5) USI Insurance Services, LLC, 100 Summit Lake Drive, Suite 400, Valhalla NY 10595, 11/2019, V.P., Wealth Management Advisor & Wealth Management Team Leader, Insurance/Benefits/Human Resources, NIR, 160 HR/MO, 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-05 |
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