Cambridge Investment Research, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
—
Advisory reps
4,905
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 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

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 153
  • Allison Lane

    Allison Lane

    COOCRD 5707257

  • Ian Rice

    Ian Rice

    CEO / Financial PlannerCRD 5737241

  • John Overmyer

    John Overmyer

    Founder & CEOCRD 5743907

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Contacts

3 of 4752
  • 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