Cambridge Investment Research, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4,901
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’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

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
  • Allison Lane

    Allison Lane

    COOCRD 5707257

  • Ian Rice

    Ian Rice

    CEO / Financial PlannerCRD 5737241

  • Matthew Frank

    Matthew Frank

    Chief Compliance OfficerCRD 5789235

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Contacts

3 of 4749
  • 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