Cambridge Investment Research, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
4,896
Avg account
$0

Firm details

Headquarters
Fairfield, Iowa
CRD number
39543
Registered since
December 11, 1995

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 151
  • Allison Lane

    Allison Lane

    COOCRD 5707257

  • Ian Rice

    Ian Rice

    CEO / Financial PlannerCRD 5737241

  • John Overmyer

    John Overmyer

    Founder & CEOCRD 5743907

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Contacts

3 of 4745
  • John Hoogenboom

    John Hoogenboom

    Founder and PresidentCRD 5638954

  • Adam Phillipich

    Adam Phillipich

    Investment Advisor RepresentativeCRD 5640482

  • Traci Kaas

    Traci Kaas

    Financial AdvisorCRD 5640507

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth