Unclaimed Profile

Andrea Lynn Shafer

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·FAIRFIELD, Iowa

SIE, Series 7, Series 14, Series 24, Series 66, Series 99TOClean record17 years registeredCAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD., FAIRFIELD, IA 52556-8757CRD# 5448499Firm CRD# 134139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Lynn Shafer · FAIRFIELD, IA

Registration

CRD #5448499 · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2010 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Feb 2009 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 66

Series 99TO

Registration record

First registered · February 20, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD 134139 · SEC 801-63930

AUM

$87.4B

Regulatory assets under management

Employees

3,312

448,526 client accounts

Services offered by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Andrea Lynn Shafer offer?

Andrea Lynn Shafer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, Iowa for a consultation.

What are Andrea Lynn Shafer's credentials?

Andrea Lynn Shafer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Lynn Shafer located?

Andrea Lynn Shafer is based in FAIRFIELD, Iowa, working with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Andrea Lynn Shafer charge for services?

Andrea Lynn Shafer's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitation fees from 3rd party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. has approximately 3312 employees and manages $87.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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