Cambridge Investment Research, Inc.
Firm details
- Headquarters
- Fairfield, Iowa
- CRD number
- 39543
- Registered since
- December 11, 1995
- Website
- www.joincambridge.com
Firm profile
FINTRXOverview
Cambridge Investment Research, Inc. is organized as a corporation and is classified as an independent broker‑dealer. The firm has been SEC‑registered since 1995 and is identified as owned by a domestic entity/individual. FINTRX characterizes the firm as not acting as a capital allocator and not participating as an active ESG investor. It is also not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the provided data. The classification and attributes reported by FINTRX point to a business model centered on supporting independent advisors rather than operating as a traditional asset manager that aggregates and manages client capital on a discretionary basis.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 151
Allison Lane
COOCRD 5707257

Ian Rice
CEO / Financial PlannerCRD 5737241

John Overmyer
Founder & CEOCRD 5743907
Contacts
3 of 4745
John Hoogenboom
Founder and PresidentCRD 5638954
Adam Phillipich
Investment Advisor RepresentativeCRD 5640482

Traci Kaas
Financial AdvisorCRD 5640507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfield, IA
Jefferson
Location
Fairfield, IA
Headquartered in Fairfield, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- Jefferson
- Address
- 1776 Pleasant Plain Rd
- Time zone
- CT (UTC-6)
- Office locations
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