Frank Stanley Posluszny

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

• 09/1994 → Present
  Wyze Business Centers Inc.
  Salem, NH
• 11/2004 → Present
  Cambridge Investment Research,Inc.
  Fairfield, IA
• 09/2006 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1)INDEPENDENT INSURANCE AGENT, 147 BROOKDALE RD, SALEM, NH, 1/2003 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 0/TRADING. 2-METHUEN MUNICIPAL EMPLOYEES FEDERAL CREDIT UNION, METHUEN, MA, 12/2015, BOARD MEMBER. INV REL, 2 HR/MO - 0/TRADING. 3.SOUTH SHORE CHARTER EDUCATION FOUNDATION INC, 100 LONGWATER CIR, NORWELL, MA, 7/2018 AS BOARD MEMBER. NIR - 12/YR - 0/TRADING. 4.WYZE BUSINESS CENTER INC, 147 BROOKDALE RD, SALEM, NH, 9/1994 AS PRESIDENT/CHIEF ACCOUNTANT PROVIDING TAX PREP, BOOKKEEPING, AUDITING, PAYROLL, & BUSINESS CONSULTING. NIR-30/WK-20/WK. 5.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-23
• S63 Uniform Securities Agent State Law Examination
  1996-01-17

Other Names

• Frank Wyze