CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FAIRFIELD, Iowa·11 registered advisors·CRD# 134139
SEC# 801-639302192641-472-5100
01

Firm Overview

AUM
$87.4B
Regulatory assets under management
Employees
3312
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

11 registered advisors
Andrea Lynn Shafer
FAIRFIELD, Iowa
Carol Lynn Fischer
FAIRFIELD, Iowa
James Daniel Sullivan
FAIRFIELD, Iowa
Kelly A Schwartz
FAIRFIELD, Iowa
Kyle Russell Selberg
FAIRFIELD, Iowa
Nelson Murphy Graham
FAIRFIELD, Iowa
Peter Domenico Dollive
FAIRFIELD, Iowa
Richard Charles Boyles
FAIRFIELD, Iowa
Ryan Boen
FAIRFIELD, Iowa
Ryan Scott Reineke
FAIRFIELD, Iowa
Tammy Ann Robbins
FAIRFIELD, Iowa
05

Office Locations

FAIRFIELD, Iowa
11 advisors

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Data sourced from SEC Form ADV filings. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD# 134139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.