Stefani Ann Iverson

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

• 08/2013 → 09/2018
  Kim Koloen - Sagepoint Financial
  Salem, OR
• 09/2018 → Present
  Self Employed Financial Advisor
  Salem, OR
• 04/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-08-22 → 2023-05-04
  Osaic Services, Inc.
  Salem, OR
  Salem, OR

Other Businesses

1) STEFANI IVERSON, 3550 LIBERTY RD S STE 230 SALEM OR, 04/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10 HR/MO 10 HR/MO TRADING 2) LIVING TREE FINANCIAL CONSULTING, 3550 liberty RD S STE 230 SALEM OR, 04/2023, OWNER, DBA, NIR, 10 HR/MO 10 HR/MO TRADING 3) CAMBRIDGE INVESTMENT RESEARCH ADVISORS, 1776 PLEASANT PLAIN RD FAIRFIELD IA 52556, 05/2023, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2016-08-09

Other Names

• Steefani Ann Iverson