Terry L Westlund

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-15
TX	RA	APPROVED_RES	2014-03-14
KS	RA	APPROVED	2014-03-10

FL RA
APPROVED

Since 2026-05-15
TX RA
APPROVED_RES

Since 2014-03-14
KS RA
APPROVED

Since 2014-03-10

Branch Locations

Ft. Lauderdale, FL • United States

11225 College Blvd Ste 300, Overland Park, KS 66210 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cambridge Investment Research Advisors Inc	Fairfield	IA	03/2014	Present
Financial Designs, Inc.	Overland Park	KS	07/2013	Present

03/2014 → Present

Cambridge Investment Research Advisors Inc

Fairfield, IA
07/2013 → Present

Financial Designs, Inc.

Overland Park, KS

Previous Registrations

2004-05-04 → 2013-01-29

Mml Investors Services, Llc

Overland Park, KS

Overland Park, KS
2004-04-09 → 2006-02-06

Legacy Financial Group, Inc.

Overland Park, KS

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)TERRY L AND DEBORAH D WESTLUND, 11517 HIGH DRIVE, LEAWOOD, KS 66211. BEGAN 1/1/2007. NOT INVESTMENT RELATED. DEVOTES 1 HOUR/WEEK, NONE DURING TRADING. 3) FINANCIAL DESIGNS PARTNERS, 11225 COLLEGE BLVD, #300, OVERLAND PARK, KS, LIFE INSURANCE PREMIUM PAYOR, 04/01/16, NIR, PARTNER, 0/YR- 0/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 03/10/14

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1981-04-20

S63 Uniform Securities Agent State Law Examination

1981-04-20

Designations

View on SEC IAPD