Brian Raymond Russell Dreier

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

• 11/2015 → Present
  St. Francis Church
  Quincy, IL
• 04/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-09-04 → 2016-04-28
  Transamerica Financial Advisors, Llc
  Overland Park, KS
  Quincy, IL
  New Richmond, WI
  Cincinnati, OH
• 2006-02-21 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Overland Park, KS
  Overland Park, KS
• 2004-05-26 → 2006-02-08
  Mml Investors Services, Llc
  Overland Park, KS
• 2004-02-18 → 2004-05-17
  Transamerica Financial Advisors, Inc.
  Kansas City, MO

Other Businesses

1) ST FRANCIS SOLANIS CHURCH, 1721 COLLEGE AVE QUINCY IL, 10/2014, AS FINANCE COUNCIL CHAIR. NIR 20 HR/MO 0 HR/MO TRADING 2) BENEFIT ADMINISTRATIVE SYSTEMS, 500 N BROADWAY STE 1425 ST LOUIS MO, 01/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO 40 HR/MO TRADING 3) PROFESSIONAL INSURANCE PLANNER AND CONSULTANTS, 1521 TECHNOLOGY PKWY STE A CEDAR FALLS IA, 01/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO 20 HR/MO TRADING 4) 3 MARK FINANCIAL, 1600 HWY 6 STE 400 SUGAR LAND TX, 01/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 40 HR/MO 40 HR/MO TRADING 5) HEARTLAND FINANCIAL ADVISORS, 1022 MAINE ST QUINCY IL, 02/2006, INV REL, FINANCIAL PROFESSIONAL, DBA,120 HR/MO 80 HR/MO TRADING 6) WINTERS LLP, 201 South 5th St., Quincy, IL 62301, 04/2025, Owner, Insurance/Benefits/Human Resources, NIR, 120 HR/MO, 120 HR/MO TRADING. 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 642016 AS ADVISORY REP OF A RIA. INV REL, 40 HR/MO 40 HR/MO TRADING, 04/2016 8) FARM OWNER, BRIAN AND DANA DREIER,730 LONG DR, QUINCY, IL, 8/01/2002 - CROPS, PASTURE, RENTING GROUND TO OTHER FARMERS. NIR, 5/YR 0/TRADING 9) TRANGEMM, 201 S 5TH ST QUINCY IL, 01/2018, PARTNER,REAL ESTATE, NIR, 1 HR/MO 1 HR/MO TRADING 10) CREATIVE ONE, 6330 SPRINT PARKWAY SUITE 400 OVERLAND PARK KS, 06/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO 1 HR/MO TRADING 11) QUINCY CATHOLIC SCHOOLS, QUINCY IL, 11/2023, FINANCE COMMITTEE MEMBER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 12) QUINCY CATHOLIC SCHOOLS, 1721 COLLEGE AVE QUINCY IL, 02/2024, BOARD MEMBER, RELIGIOUS ORGANIZATION, NIR, 10 HR/MO 5 HR/MO TRADING 13) BDQUINCY, 201 South 5th St, Quincy IL 62301, 01/2018, Owner, Insurance/Benefits/Human Resources, NIR, 160 HR/MO, 160 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-02
• S63 Uniform Securities Agent State Law Examination
  1994-08-31

Other Names

• Brian R Dreyer