Allyse Marie Ward

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

• 05/2022 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 10/2022 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 12/2016 → 04/2022
  Mecosta-Osceola Intermediate School District
  Big Rapids, MI
• 08/2013 → 12/2016
  Spectrum Health Big Rapids Hospital
  Big Rapids, MI
• 02/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 12/2022, AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 2) TACIA WEALTH MANAGEMENT, 221 MAPLE STREET BIG RAPIDS MI, 05/2022, EMPLOYEE, DBA, INV REL, 150 HR/MO 130 HR/MO TRADING 3) TACIA WEALTH MANAGEMENT, 115 Linden Street, Big Rapids MI 49307, START DATE 05/2022, W2 Employee, Administrative, NIR, 150 HR/MO, 130 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-13

Other Names

• Allyse Marie Tinkham