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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-12-07 |
Branch Locations
1901 River Street, Rhinelander, WI 54501 • United States
Marshfield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Fiduciaries, Llc | Wausau | WI | 07/2012 | 09/2018 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 12/2018 | Present |
1. WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS, 4822 MADISON YARDS WAY NORTH TOWER, MADISON, WI, 12/13/2017. NOTARY PUBLIC. NIR-5/YEAR-2.5/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 12/07/18 3.Helmstead Wealth Management LLC, 9383 Stadt Rd, Marshfield WI 54449, United States, 01/07/2019, Owner, Using a Trade Name/dba, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-27 |
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