Sheri Lynn Latimer

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:

Current Employers

Cambridge Investment Research Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2005-06-08

OH RA
APPROVED

Since 2005-06-08

Branch Locations

Anna, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Century Companies	Waverly	IA	01/1982	Present
Lutheran Mutual Life Ins.	Waverly	IA	01/1982	Present
Cambridge Investment Research, Inc.	Fairfield	IA	03/2003	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	06/2005	Present

01/1982 → Present

Century Companies

Waverly, IA
01/1982 → Present

Lutheran Mutual Life Ins.

Waverly, IA
03/2003 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
06/2005 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Other Businesses

1.PREFERRED PLANNING ASSOCIATES, 13431 AILES RD, ANNA, OH, 03/2009. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-40/YR-1/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3.PREFERRED PLANNING ASSOCIATES, 13431 Ailes Rd, Anna OH 45302, United States, 08/26/2024, DBA, DBA Name, INV REL, 30 HR/MO - 30 HR/MO TRADING