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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2020-08-07 |
Branch Locations
2810 South Calhoun Rd., New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox College Funding | San Diego | CA | 09/2004 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2011 | Present |
1) GREATER MILWAUKEE COLLEGE WORKSHOP, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/2020, OWNER, COLLEGE FUNDING COUNSELING EVENT, NIR, 3 HR/MO, 0 HR/MO TRADING. 2) TAMING THE HIGH COST OF COLLEGE, 2810 S CALHOUN RD, NEW BERLIN, WI, 08/2013, OWNER, NIR, 15 HR/MO, 4 HR/MO TRADING. 3) BALDRIDGE COLLEGE SOLUTIONS LLC, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/2010, OWNER, COLLEGE FUNDING CONSULTANT, NIR, 60 HR/MO, 40 HR/MO TRADING. 4) BALDRIDGE WEALTH MANAGEMENT LLC, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/1996, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 8 HR/MO, 4 HR/MO TRADING. 5) TAMING THE HIGH COST OF COLLEGE AND BALDRIDGE COLLEGE SOLUTIONS, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/2005, OWNER/PUBLIC SPEAKER, COLLEGE PLANNING, NIR, 5 HR/MO, 0 HR/MO TRADING. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 05/2011, ADVISORY REP OF AN RIA, INV REL, 60 HR/MO, 48 HR/MO TRADING. 7) MY PRECIOUS PROPERTIES LLC, 2810 S CALHOUN RD, NEW BERLIN, WI, 08/2023, OWNER, REAL ESTATE, NIR, 5 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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