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 operates as an independent broker-dealer. The firm’s ownership is listed as a mix of domestic entities and individuals, and it does not present itself as a capital allocator. Available snapshot data indicates it is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, or a pension consultant. Public-facing details about the firm’s client mix, specific advisory activities, fee structure and business lines were not provided in the source dataset. That limits visibility into whether Cambridge primarily supports retail brokers, RIAs, or other intermediary channels, and leaves the firm’s product and service mix unspecified.
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 152
Allison Lane
COOCRD 5707257

Ian Rice
CEO / Financial PlannerCRD 5737241

Matthew Frank
Chief Compliance OfficerCRD 5789235
Contacts
3 of 4749
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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