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 a corporate independent broker‑dealer that has been registered with the SEC since 1995. The firm is domestically owned and is classified in regulatory filings as an independent broker‑dealer rather than an investment manager or capital allocator. The available snapshot flags several operational characteristics: Cambridge Investment Research is not identified as a capital allocator, it is not listed as an active ESG investor, and it is not documented as a multi‑state adviser, pension consultant, newly formed adviser, or related adviser. Those attributes point to a regulatory and business posture focused on dealer activity rather than running proprietary asset allocation or serving as a multi‑state registered advisory platform. The source does not supply granular detail about fee schedules, specific advisory services, or client segments; public facing information here is limited to the firm’s legal form, registration vintage, ownership type, and the regulatory classifications noted above.
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 151
Allison Lane
COOCRD 5707257

Ian Rice
CEO / Financial PlannerCRD 5737241

John Overmyer
Founder & CEOCRD 5743907
Contacts
3 of 4745
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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