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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seiu 121Rn | Pasadena | CA | 06/2013 | 10/2016 |
| Principal Life Insurance | Cedar Falls | IA | 10/2016 | 07/2017 |
| Principal Securities Inc | Cedar Falls | IA | 10/2016 | 07/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2017 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2019 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-25/WK-8/TRADING. SEE EMPLOYMENT FOR START DATE. 2) KEVIN IHRKE, PARAPLANNER, 905 S 6TH ST, FAIRFIELD, IA, 09/01/2021, INV REL, 10 HR/MO- 0/TRADING HR. Utilizing my expertise in financial planning and financial planning software to preplan for other Cambridge advisors wanting a personalized outsourced approach to creating and maintaining their client plans. 3) INVESTMENT INSIGHTS LLC, 508 N 2nd St, Ste 203, Fairfield IA 52556, United States, 01/10/2022, Owner, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10 HR/MO - 10 HR/MO TRADING 4) FAIRFIELD PUBLIC LIBRARY FOUNDATION, 104 W Adams Ave, Fairfield IA 52556, United States, 04/18/2023, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING 5) ALANO SOCIETY OF OTTUMWA, 410 W Keota St, Ottumwa IA 52501, United States, 05/13/2023, Secretary, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 0 HR/MO TRADING 6) INVESTMENT INSIGHTS, LLC, Fairfield IA 52556, United States, 11/18/2019, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
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