Donald Lee Thuente

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

• 09/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 12/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-160/MO-160/TRADING, Registered Investment Adviser that manages client assets or prepares financial plans for a fee. 2) DONALD THUENTE / DLT AND COMPANY, Wheat Ridge CO 80215, 11/2021, Insurance agent, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO - 5 HR/MO TRADING 3) DLT AND COMPANY, 3000 Youngfield St Ste 370, Lakewood CO 80215, United States, 09/03/2013, IAR, DBA Name, INV REL, 160HR/MO - 120 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-22
• S65 Uniform Investment Adviser Law Examination
  2013-05-17

Designations

• Certified Financial Planner

Other Names

• Donald Fuente
• Donald Fuente