Robert Joseph Ellinger

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

• 06/2016 → 11/2018
  Action Point Financial
  Grand Rapids, MI
• 11/2018 → 05/2020
  Action Point Retirement Group Llc
  Wayland, MI
• 07/2020 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 08/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2018-11-30 → 2020-06-02
  Action Point Retirement Group Llc
  Middleville, MI
• 2017-04-28 → 2018-12-03
  Fiduciary Financial Advisors
  Grand Rapids, MI

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 07/2020, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 2) THE RWS AGENCY, 32003 PLYMOUTH RD, #1, LIVONIA, MI, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/20, NIR, 5 HR/MO, 0 HR/MO TRADING. 3) LFI 20, LLC, 23781 POINT O WOODS CT, SOUTH LYON, MI, 07/2020, EQUITY ONLY LLC MEMBER, NIR, 0 HR/YR, 0 HR/YR TRADING. 4) RETIREMENT & WEALTH STRATEGIES, 1414 84TH ST. SW, BYRON CENTER, MI, 07/2020, DBA, W2 EMPLOYEE, INV REL, 170 HR/MO, 150 HR/MO TRADING. 5) ROBERT ELLINGER, 1849 CHAMBERLAIN AVE SE, GRAND RAPIDS, MI, 04/2023, OWNER, CRYPTO MINING, NIR, 1 HR/MO, 0 HR/MO TRADING. 6) SANO, 28555 Orchard Lake Rd, Suite 100, Farmington Hills MI 48334, 07/2026, W2 Employee, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-24
• S65 Uniform Investment Adviser Law Examination
  2017-04-28

Designations

• Certified Financial Planner