Arild Holm

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

• 03/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2019 → 12/2021
  Apg
  Amsterdam
• 12/2015 → 06/2019
  Abu Dhabi Investment Authority
  Abu Dhabi
• 07/2019 → 09/2019
  Unemployed
  Wellington, FL
• 01/2022 → 03/2022
  Vision Network
  Des Moines, IA
• 11/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Other Businesses

1) CIRA / 1776 Pleasant Plain Rd, Fairfield IA 52556 / 03/2023 / IAR AFFILIATION / INV REL / 160 HR/MO - 120 HR TRADING 2) VISION FINANCIAL GROUP / 4140 Grand Avenue, Des Moines IA / 10/2023 / USING A TRADE NAME/DBA FOR FINANCIAL SERVICES / INV REL / 160 HR/MO - 130 HR TRADING 3) VISION FINANCIAL GROUP / 4140 Grand Avenue, Des Moines IA / 10/2023 / USING A TRADE NAME/DBA FOR FINANCIAL SERVICES SUPERVISION / INV REL / 160 HR/MO - 130 HR TRADING 4) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING. 5) VERIFIEN, LLC, 11711 South Sea Court, Wellington FL 33449, United States, START DATE 10/2025, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO, 0 HR/MO TRADING 6) VERIFIEN, 11711 South Sea Court, Wellington FL 33449, 10/2025, Founder, Owner/Partner of a Business Entity, NIR, 0 HR/MO, 0 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-05

Designations

• Chartered Financial Analyst