Sarah Frances Mayerle

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

• 02/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2021 → Present
  Lockton Companies
  Kansas City, MO
• 06/2019 → 11/2021
  Textron Aviation
  Wichita, KS
• 08/2015 → 05/2019
  Kansas State University
  Manhattan, KS

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-24

Other Names

• Sarah Mayerle