Allison Marie Haring

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

• 12/2017 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2018 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2018 → Present
  Eagle Glen Golf Course
  Farwell, MI
• 12/2015 → Present
  Doherty Hotel
  Clare, MI
• 04/2022 → Present
  Cambridge Investment Reserach Advisors, Inc.
  Fairfield, IA

Other Businesses

1) ALLISON HARING, 215 N MAIN ST, MOUNT PLEASANT, MI, 02/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO, 1 HR/MO TRADING. 2) ALLISON HARING, 215 N MAIN ST, MOUNT PLEASANT, MI, 03/2023, NOTARY, NIR, 2 HR/MO, 2 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) ALLISON HARING, 215 N MAIN ST, MOUNT PLEASANT, MI, 12/2023, TAX PREPARATION, NIR, 1 HR/MO, 1 HR/MO TRADING. 5) PARKSIDE FINANCIAL SERVICES, LLC, 215 N Main St, Mount Pleasant MI 48858, United States, 09/06/2016, Investment Advisor Representative, DBA Name, NIR, 40 HR/MO - 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08

Other Names

• Allison Marie Theisen