Shelly Denise Woodley

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

• 11/2013 → 11/2017
  Investment Centers Of America
  Mount Vernon, IA
• 11/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-11-26 → 2017-11-01
  Investment Centers Of America, Inc.
  Mt. Vernon, IA

Other Businesses

1) MOUNT VERNON INVESTMENT CENTER, 204 Glenn St., Ste 2, Mt Vernon, IA 52314, United States, 10/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 2 HR/MO, 2 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO, 80 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) MOUNT VERNON INVESTMENT CENTER, 204 Glenn St., Ste 2, Mt Vernon, IA 52314, United States, 11/01/2017, IAR, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING 4) LYNN AND SHELLY WOODLEY, 2040 Holiday Road, Coralville IA 52241, United States, 09/15/2025, Investment Advisor Representative, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-18
• S63 Uniform Securities Agent State Law Examination
  2012-01-10

Other Names

• Shelly D Ambroson
• Shelly Denise Ambroson
• Shelly Denise Hagarty
• Shelly Densie Johnson
• Shelly Denise Hagarty
• Shelly Denise Johnson