Charles Thomas Sandstrom

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

• 10/1986 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 10/1986 → Present
  Sandstrom & Associates
  White Bear Lake, MN
• 08/2007 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → 08/2017
  Summit Brokerage Services, Inc.
  White Bear Lake, MN
• 09/2016 → 08/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 08/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-09-01 → 2017-08-09
  Summit Financial Group Inc
  White Bear Lake, MN
• 2013-12-09 → 2016-09-01
  Vsr Financial Services, Inc.
  White Bear Lake, MN
  White Bear Lake, MN
  Overland Park, KS
  Overland Park, KS

Other Businesses

1.INDEPENDENT INSURANCE AGENT, WHITE BEAR LAKE, MN, 8/1964 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 4/MO - 0/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.SANDSTROM & ASSOCIATES, White Bear Lake MN 55110, United States, 08/01/2017, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-03-30

Other Names

• Chuck Sandstrom