Douglas M Gjerde

Current Employers

Employment History

• 07/2006 → 11/2018
  Hanson Financial
  Green Bay, WI
• 12/2006 → 11/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2008 → 11/2018
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 11/2018 → Present
  Cwm, Llc
  Omaha, NE
• 11/2016 → Present
  Heritage Financial Partners, Llc
  Green Bay, WI
• 11/2018 → 11/2019
  Cetera Advisor Networks
  El Segundo, CA

Previous Registrations

• 2009-02-06 → 2018-12-05
  Cambridge Investment Research Advisors, Inc.
  Green Bay, WI
• 2008-01-03 → 2008-10-27
  Cambridge Investment Research Advisors, Inc.
  Green Bay, WI
• 2006-10-26 → 2006-12-12
  Sii Investments, Inc.
  Green Bay, WI

Other Businesses

NAME OF OTHER BUSINESS: PACKERLAND SUNRISE ROTARY CLUB INVESTMENT RELATED: NO ADDRESS: 300 PACKERLAND DRIVE, PO BOX 11293, GREEN BAY, WI 54307 NATURE OF BUSINESS: PRESIDENT OF SERVICE CLUB START DATE: 7/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: ORGANIZE AND LEAD SERVICE CLUB. AS PRESIDENT I DO HAVE CHECK WRITING AUTHORITY BUT THE TREASURER HOLDS THE CHECKBOOK AND SIGNS ALL CHECKS. SHE HAS FULL ACCESS TO THE ACCOUNTS AND REPORTS TO THE BOARD ALL FINANCIAL INFORMATION NAME OF OTHER BUSINESS: LUMEN DOMUM, LLC INVESTMENT RELATED: NO ADDRESS: 2021 S. WEBSTER AVE, GREEN BAY, WI 54301 NATURE OF BUSINESS: MANAGE BUSINESS WE HOUSE OUR BUSINESS IN START DATE: 7/2018 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: TAKE CARE OF BUILDING AND REQUIRED SERVICES. BESIDES OUR BUSINESS, THERE IS ONE TENANT , A VIDEO PRODUCTION AND MARKETING COMPANY. THEY ARE NOT CLIENTS OF OURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-28

Designations

Other Names

• Doug Gjerde