Norman G. Wright

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

• 02/2011 → 11/2016
  Ohio National Financial Services
  Cincinnati, OH
• 03/2011 → 11/2016
  The O.N. Equity Sales Company
  Cincinnati, OH
• 11/2016 → 01/2020
  Ameriprise Financial Services, Inc.
  West Des Moines, IA
• 01/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-11-08 → 2020-01-22
  Ameriprise Financial Services, Llc
  West Des Moines, IA
  Winter Garden, FL
• 2011-03-07 → 2016-11-15
  On Investment Management Co
  West Des Moines, IA
• 2010-09-16 → 2011-03-02
  Msi Financial Services, Inc.
  West Des Moines, IA

Other Businesses

1) SKC FINANCIAL GROUP, 9325 Lake Hugh Cove Ct, Gotha FL 34734, United States, 02/16/2011, PRESIDENT, Insurance/Benefits/Human Resources, INV REL, 40HRs/MO- 40HRs/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-30/WK-30/TRADING. SEE EMPLOYMENT FOR START DATE. 3) SKC REAL ESTATE LLC, 9325 Lake Hugh Cove Ct, Gotha FL 34734, United States, START DATE: 05/01/2019, OWNER, Owner/Partner of a Business Entity, INV REL, 4 HRS/MO- 0/TRADING 4) WINDERMERE LITTLE LEAGUE, 9325 Lake Hugh Cove Ct, Gotha FL 34734, United States, 01/19/2024, Treasurer, Volunteer, NIR, 4 HRS/MO- 0/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-07
• S63 Uniform Securities Agent State Law Examination
  2006-04-21

Designations

• Certified Financial Planner