Cambridge Investment Research, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
4,894
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 operates as an independent broker‑dealer. The firm is SEC‑registered (registration dated 1995) and is owned by domestic entities and individuals. The dataset indicates Cambridge Investment Research is not a capital allocator and does not identify as an active ESG investor. It is not designated as a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided information.

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 152
  • Kenneth Lydecker

    Kenneth Lydecker

    CEOCRD 314901

  • David Saunders

    David Saunders

    Chief Relationship BuilderCRD 3219293

  • Curtis Harris

    Curtis Harris

    Chief Executive OfficerCRD 2628896

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Contacts

3 of 4742
  • Charles Nesser

    Registered Administrative AssistantCRD 5974374

  • Beau Horning

    Beau Horning

    Financial AdvisorCRD 7217495

  • Michael Hartlett

    Financial AdvisorCRD 1022139

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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