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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-07-18
  • WI RA
    APPROVED
    Since 2018-07-18

Branch Locations

11649-N Port Washington Rd Ste #103, Mequon, WI 53092 • 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
Jeff J. Schneiss & Associates Oak Creek WI 08/2010 Present
Voya Financial Advisors Oak Creek WI 09/2014 07/2018
Cambridge Investment Research, Inc. Fairfield IA 07/2018 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2018 Present
  • 08/2010 → Present
    Jeff J. Schneiss & Associates
    Oak Creek, WI
  • 09/2014 → 07/2018
    Voya Financial Advisors
    Oak Creek, WI
  • 07/2018 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2018 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1. KETTLE MORAINE BIBLE CHURCH, 204 S 7TH, WEST BEND, WI, 9/2014 AS BOARD MEMBER. NIR - 2/WK - 0/TRADING. 2. SCHNEISS & ASSOCIATIES, 11649 N PORT WASHINGTON RD, MEQUON, WI, 7/2010 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 60/WK - 40/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 4. WISKIRCHEN FINANCIAL GROUP, 11649 N. PORT WASHINGTON RD. STE 222, MEQUON WI 53092, OWNER, DBA Name, INV REL, 120 HR/MO 120 HR TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-09
S63 Uniform Securities Agent State Law Examination 2005-09-20
  • S66 Uniform Combined State Law Examination
    2007-07-09
  • S63 Uniform Securities Agent State Law Examination
    2005-09-20

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