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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-03-12
  • IA RA
    APPROVED
    Since 2019-03-12

Branch Locations

508 N 2Nd St. Ste. 203, Fairfield, IA 52556 • 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
OrganizationCityStateFromTo
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
  • 06/2013 → 10/2016
    Seiu 121Rn
    Pasadena, CA
  • 10/2016 → 07/2017
    Principal Life Insurance
    Cedar Falls, IA
  • 10/2016 → 07/2017
    Principal Securities Inc
    Cedar Falls, IA
  • 07/2017 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2017 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2019 → Present
    Fairfield, IA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-11
  • S66 Uniform Combined State Law Examination
    2019-03-11

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