Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-08-21
  • IN RA
    APPROVED
    Since 2020-08-21

Branch Locations

5570 Pebble Village Lane Ste. 200, Noblesville, IN 46062 • 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
Wagner Cpa Group Llc Fishers IN 01/2018 Present
Wetzel Cpa Group Inc Fishers IN 12/2016 12/2017
Nelbud Services Group Indianapolis IN 08/2015 12/2016
Lincoln Financial Securities Noblesville IN 09/2018 08/2020
Cambridge Investment Research, Inc. Fairfield IA 08/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2020 Present
  • 01/2018 → Present
    Wagner Cpa Group Llc
    Fishers, IN
  • 12/2016 → 12/2017
    Wetzel Cpa Group Inc
    Fishers, IN
  • 08/2015 → 12/2016
    Nelbud Services Group
    Indianapolis, IN
  • 09/2018 → 08/2020
    Lincoln Financial Securities
    Noblesville, IN
  • 08/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2020 → Present
    Fairfield, IA
Previous Registrations
  • 2019-02-28 → 2020-08-21
    Osaic Fs, Inc.
    Noblesville, IN
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 08/21/20, INV REL, 20/WK- 220/TRADING 2) WAGNER CPA GROUP, LLC, 11976 FISHERS CROSSING DRIVE, FISHERS, IN, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 01/02/18, OWNER, NIR, 60/WK- 40/TRADING 3)DREW WAGNER, 9965 WILD TURKEY ROW, MCCORDSVILLE, IN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/01/19, NIR, 4/MO- 0/TRADING 4) PROSPERITY FINANCIAL ADVISORS, 5570 Pebble Village Lane, Suite 200, Noblesville IN 46062, United States, 10/22/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1/MO 1/MO Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-08
  • S66 Uniform Combined State Law Examination
    2019-02-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Noblesville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor