Paul Scot Wedeen

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

• 03/2008 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2008 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2000-09-13 → 2008-01-04
  Bny Mellon Advisors, Inc.
  New York, NY
  Malvern, PA

Other Businesses

1) BIG ROCK TOWNSHIP, PO BOX 252, BIG ROCK, IL 60511. BEGAN 8/23/08 AS A TRUSTEE. NOT INVESTMENT RELATED. DEVOTES 4 HRS/MNTH, NONE DURING TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING, 03/2008 3) PRAIRIE STATE WEALTH, 45W729 JERICHO RD BIG ROCK IL 60511, 04/2023, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-17
• S63 Uniform Securities Agent State Law Examination
  1981-04-13