CAMBRIDGE RETIREMENT ADVISORS
CRD #129096 SEC #801-62675 FAIRFIELD, IA 641-472-5100
SEC Registered
Total AUM
$38.6M
Discretionary
$37.6M
Employees
10
Clients
51
Accounts
270
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 10, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| BALLARD, DAWN, MICHELLE | I | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, OFFICE ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, OFFICE ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, OFFICE ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, OFFICE ADMINISTRATION/MSRBP | NA | Control |
| FISCHER, CAROL, LYNN | I | VICE PRESIDENT, OFFICE ADMINISTRATION/MSRBP | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/TREASURER/CHIEF MARKETING OFFICER/DIRECTOR | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/TREASURER/CHIEF MARKETING OFFICER/DIRECTOR | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/TREASURER/CHIEF MARKETING OFFICER/DIRECTOR | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/TREASURER/CHIEF MARKETING OFFICER/DIRECTOR | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/CHIEF MARKETING OFFICER | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/CHIEF MARKETING OFFICER | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/TREASURER/CHIEF MARKETING OFFICER/DIRECTOR | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/CHIEF MARKETING OFFICER | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/CHIEF MARKETING OFFICER | NA | Control |
| GUY, JAMES, EUGENE | I | EXEC VICE PRESIDENT/CHIEF MARKETING OFFICER | NA | Control |
| LYLE, TIMOTHY, JAMES | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER | NA | Control |
| LYLE, TIMOTHY, JAMES | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER | NA | Control |
| LYLE, TIMOTHY, JAMES | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, MARCIA, LYNN | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| MARTIN, MARCIA, LYNN | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| MARTIN, MARCIA, LYNN | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| MARTIN, MARCIA, LYNN | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| MARTIN, MARCIA, LYNN | I | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| MILLS, JAMES, MATTHEW | I | ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/ROP | NA | |
| MILLS, JAMES, MATTHEW | I | ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/ROP | NA | |
| MILLS, JAMES, MATTHEW | I | ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/ROP | NA | |
| MILLS, JAMES, MATTHEW | I | ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/ROP | NA | |
| MILLS, JAMES, MATTHEW | I | ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/ROP | NA | |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| SCHWARTZ, ERIC | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/SECRETARY/CHIEF OPERATING OFFICER/DIRECTOR | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/SECRETARY/CHIEF OPERATING OFFICER/DIRECTOR | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/SECRETARY/CHIEF OPERATING OFFICER/DIRECTOR | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/SECRETARY/CHIEF OPERATING OFFICER/DIRECTOR | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/CHIEF OPERATING OFFICER/SECRETARY | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/CHIEF OPERATING OFFICER/SECRETARY | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/SECRETARY/CHIEF OPERATING OFFICER/DIRECTOR | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/CHIEF OPERATING OFFICER/SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/CHIEF OPERATING OFFICER/SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, AMY, LYNN | I | EXEC VICE PRESIDENT/CHIEF OPERATING OFFICER/SECRETARY | NA | Control |
| PRZEWLOCKI, STEPHEN, L | I | PRINCIPAL | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | SHAREHOLDER/HOLDING COMPANY | D | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
| PRZEWLOCKI, STEPHEN, L | I | MANAGING DIRECTOR | C | Control |
Registrations
Federal
IA
Jan 10, 2006 REGISTERED
Notice Filings (26)
AK AL AZ CA CO FL GA IA ID IN KY MD MI MO NC NE NJ NV NY OR PA TX UT VA VT WA
Address
1776 PLEASANT PLAIN RD.FAIRFIELD, IA 52556-8757
USA
Phone: 641-472-5100