Marvin Rudolph Souchek

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

• 08/1975 → Present
  Benefit Planning Specialist, Inc
  Lincoln, NE
• 08/2009 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2009 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2003-10-03 → 2009-08-26
  Mutual Service Corporation
  Lincoln, NE
• 2001-04-18 → 2003-09-25
  Principal Securities, Inc.
  Lincoln, NE

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) BENEFIT PLANNING SPECIALIST, INC., 770 North Cotner Blvd, Ste 300, Lincoln NE 68505, 08/29/2009, Founder, Insurance/Benefits/Human Resources, NIR, 200 HR/MO, 36 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-22
• S63 Uniform Securities Agent State Law Examination
  1988-01-22

Designations

• Chartered Financial Consultant

Other Names

• Marvin Rudolph Souchek