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 reported as an independent broker‑dealer that has been SEC‑registered since 1995. The firm’s ownership is listed as a combination of a domestic entity and individual stakeholders. FINTRX flags it as not operating as a capital allocator and not identifying as an active ESG investor. The profile also indicates the firm is not categorized as a multi‑state adviser, not a newly formed adviser, and does not serve as a pension consultant or related adviser. The dataset supplied contains limited detail about business lines, advisory services, fee structures, or client segments; those fields were not populated in the source profile.
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 153
Allison Lane
COOCRD 5707257

Ian Rice
CEO / Financial PlannerCRD 5737241

John Overmyer
Founder & CEOCRD 5743907
Contacts
3 of 4752
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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