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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2009-08-17
TX RA APPROVED 2009-08-14
  • OH RA
    APPROVED
    Since 2009-08-17
  • TX RA
    APPROVED
    Since 2009-08-14

Branch Locations

1721 Bethel Rd, Columbus, OH 43220 • 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
Lauterbach & Eilber Columbus OH 01/1993 Present
Cambridge Investment Research, Inc Fairfield IA 08/2009 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2009 Present
Previous Registrations
  • 2007-02-02 → 2009-12-31
    Weithman, William Todd
    Columbus, OH
    Columbus, OH
Other Businesses

1) LAUTERBACH AND EILBER - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) 1721 BETHEL ROAD LLC 1721 BETHEL ROAD COLUMBUS, OH 43220. BEGAN 05/31/05 AS PARTNER OF THE LLC THAT OWNS THE OFFICE BUILDING. NOT INVESTMENT RELATED. DEVOTES 1 HR/MNTH. NONE DURING TRADING. 3) JLS HOLDINGS LLC 264 CAREN AVE. WORTHINGTON, OH 43085. BEGAN 03/18/2004 AS A PARTNER IN LLC THAT HOLDS 2, 2 FAMILY RESIDENTIAL RENTAL PROPERTIES. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. NONE DURING TRADING. 4) WSN 2 HOA LEWIS CENTER, OH 43035. PRESIDENT SINCE 04/01/07. IT IS NOT INVESTMENT RELATED. WORKS 1 HOUR PER MONTH NONE OF WHICH ARE DURING TRADING HOURS. PRESIDENT OF HOME OWNERS ASSOCIATION. OVER SEE OPERATION OF NEIGHBORHOOD. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 08/14/2009 6) LAUTERBACH & EILBER, INC., 1721 Bethel Rd, Columbus OH 43220, United States, 08/12/2009, IAR, DBA Name, INV REL, 160 HR/MO - 130 HR/MO TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-14
  • S63 Uniform Securities Agent State Law Examination
    1997-02-14
Designations
  • Certified Financial Planner
Other Names
  • Todd Weithman
  • William Todd Weithman
  • William Todd Weithman
  • W. Todd Weithman

View on SEC IAPD

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