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
MI RA APPROVED 2023-10-09
  • MI RA
    APPROVED
    Since 2023-10-09

Branch Locations

600 Plastics Pl., Kalamazoo, MI 49001 • United States

2019 4Th St., Jackson, MI 49203 • United States

180 Little Lake Dr., #6A, Ann Arbor, MI 48103 • 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
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2023 Present
Jackson Country Club Jackson MI 05/2020 08/2021
Barton Hills Country Club Ann Arbor MI 05/2022 08/2022
American 1 Credit Union Jackson MI 01/2023 05/2023
Dawn Foods Jackson MI 05/2023 08/2023
Spring Arbor University Jackson MI 08/2019 05/2023
Western High School Jackson MI 08/2015 05/2019
Cambridge Investment Research, Inc. Fairfield IA 10/2023 Present
Cambridge Investment Research, Inc. Fairfield IA 02/2024 Present
  • 10/2023 → Present
    Fairfield, IA
  • 05/2020 → 08/2021
    Jackson Country Club
    Jackson, MI
  • 05/2022 → 08/2022
    Barton Hills Country Club
    Ann Arbor, MI
  • 01/2023 → 05/2023
    American 1 Credit Union
    Jackson, MI
  • 05/2023 → 08/2023
    Dawn Foods
    Jackson, MI
  • 08/2019 → 05/2023
    Spring Arbor University
    Jackson, MI
  • 08/2015 → 05/2019
    Western High School
    Jackson, MI
  • 10/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Other Businesses

1) STONE PATH WEALTH MANAGEMENT, 180 LITTLE LAKE DR #68, ANN ARBOR, MI 48103, 10/2023, INVESTMENT ADVISOR REPRESENTATIVE, 1099 CONTRACTOR, INV REL, 150 HR/MO - 130 HR/MO TRADING. 2) CHARLIE DOBBEN TENNIS/PICKLEBALL LESSONS, Jackson/Ann Arbor MI 49203, 04/15/2024, Coach, May charge students for tennis/pickleball lessons, NIR, 4 HR/MO, 0 HR/MO TRADING 3) LWM INSURANCE ADVISORS LLC, 180 Little Lake Dr Ann Arbor MI 48103, 6a, Ann Arbor MI 48103, United States, 11/11/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 3/MO - 3/Trading 4) CHARLES DOBBEN TRADING, 180 Little Lake Dr Ann Arbor MI 48103, 6a, Ann Arbor MI 48103, 05/2025, Investment Advisor Representative, 1099, INV REL, 15 HR/MO, 15 HR/MO TRADING. 5) LAKEWOOD WEALTH MANAGEMENT, 180 Little Lake Dr Ann Arbor MI 48103, 6a, Ann Arbor MI 48103, 05/2025, Investment Advisor Representative, DBA Name, INV REL, 140 HR/MO, 140 HR/MO TRADING. 6) SPRING ARBOR UNIVERSITY PICKLEBALL, 200 W Ganson St, Jackson, MI 49202 / Jackson MI 49203, United States, 10/10/2025, Assistant Pickleball coach, Volunteer, Not Investment Related, 30 HR/MO - 10 HR/MO TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-22
S65 Uniform Investment Adviser Law Examination 2023-10-09
  • S63 Uniform Securities Agent State Law Examination
    2024-03-22
  • S65 Uniform Investment Adviser Law Examination
    2023-10-09
Other Names
  • Charlie Dobben

View on SEC IAPD

More in Kalamazoo, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor