August Matthew Golinski

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

• 03/2013 → 08/2024
  Lincoln Financial Advisors Corporation
  Westlake, OH
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-03-29 → 2024-08-20
  Osaic Fa, Inc.
  Orange Village, OH
  Westlake, OH
  Orange Village, OH

Other Businesses

1) WEALTHPLAN PARTNERS, 24610 DETROIT ROAD SUITE 210 WESTLAKE OH, 08/2024, IAR, DBA, INV REL, 150 HR/MO 150 HR/MO TRADING 2) AUGUST GOLINSKI, 24610 DETROIT ROAD SUITE 210 WESTLAKE OH, 08/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 5 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/20/2024

Exams

• S66 Uniform Combined State Law Examination
  2017-08-29

Other Names

• Gus Golinski