Caitlin Frances Hughes

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

• 11/2023 → 08/2024
  Cambridge Investment Research Inc.
  Fairfield, IA
• 11/2023 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 08/2019 → Present
  Fairfield County Educational Service Center
  Lancaster, OH
• 08/2018 → 08/2019
  Pickerington Local Schools
  Pickerington, OH
• 08/2013 → 08/2018
  Bloom-Carroll Local Schools
  Carroll, OH
• 03/2014 → Present
  Bloom-Carroll Local Schools
  Carroll, OH
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) FAIRFIELD COUNTY ESC, 955 LIBERTY DRIVE LANCASTER OH, 03/2014, GIFTED COORDINATOR, EDUCATOR, NIR, 93 HR/MO 93 HR/MO TRADING 2) BLOOM-CARROLL LOCAL SCHOOLS, 5240 PLUM RD CARROLL OH, 03/2014, COACH, NIR, 40 HR/MO 30 HR/MO TRADING 3) RETIREMENT WEALTH STRATEGIES LLC, 4196 LAET DRIVE COLUMBUS OH, 08/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO 10 HR/MO TRADING 4) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 06/01/2026, Investment Advisor Representative, CIRA Affiliation, INV, 0 HR/MO - 0 HR/MO TRADING 5) RETIREMENT WEALTH STRATEGIES LLC, 4196 LAET DR COLUMBUS OH, 08/01/2024, IAR, DBA, INV REL, 10 HR/MO 10 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2024-03-25

Other Names

• Caitlin Frances Wood
• Caitlin Hughes